Steve B.

Location:

San Francisco, CA
Hometown: San Francisco

Member since:

April 4, 2012

Are you currently working at a startup? If yes which one?

Fresh take on an old profession. Planning, coaching, advice.

What are you looking for most at an event like this?

I'd like to be more in touch with the vibrant start up community in the SF / Peninsula area. My knowledge and resources can add a lot of value.

Introduction

I grow my clients' wealth by integrating traditional financial planning with coaching techniques to ensure that the right decisions are made, and that your financial goals are met.


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