August 7, 2025
Why Everyone Needs a Financial Plan
A financial plan helps bring clarity, confidence, and direction to your finances.
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Who we help
We provide comprehensive guidance for the needs of physicians, professionals, families, and those planning for or navigating life transitions.
professionals
Your growing career comes with important decisions like equity compensation, debt strategies, and building wealth. We help you chart the course to keep your life goals on track.
Kaiser Physicians
As a busy physician, time is precious. We guide you through the benefits and challenges of working at Kaiser Permanente, giving you the time to stay focused on life.
Navigating Transition
Planning for or managing a life change? Situations like loss of a loved one, marriage, or retirement — we're here to guide you forward with confidence.
How we Partner to Help You
At Pillar Point Wealth Management we build relationships rooted in trust and compassion. We take the time to truly know you—your story, goals, and challenges so we can provide guidance that fits your life, not just your finances.
- Get to Know You:
Taking time to learn your personal circumstances and priorities — meeting regularly, monitoring progress, and adjusting with your life changes - Develop a Financial Plan:
We start with your aspirations and goals, creating a financial plan that supports your life plan. - Build an Investment Strategy:
We build portfolios to support your life goals. Our investment philosophy is grounded in strategic asset allocation, low-cost, and tax efficiency.
A Schwab survey showed those who have a documented financial plan feel more in control of their finances, and are more confident they'll reach their financial goals
% with a financial plan
36%
% that Feel More financial Control because of plan
76%
% confident they'll reach their goals because of plan
96%
Why Pillar Point Wealth Management?
We help you achieve your financial and life goals with personalized financial planning and investment management, delivered with empathy and expertise.
Drawing on over 25 years of business experience, including as a Managing Director at Charles Schwab — I founded Pillar Point Wealth Management to provide truly personal, transparent advice for San Francisco Bay Area professionals and families.
As the spouse of a Kaiser physician and a member of the “sandwich generation,” I understand your challenges—and I’m here to help you navigate them with clarity and confidence.
Learn more About Us.
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We're here to Answer your questions!
- Think we may be a good partner for your needs?
- Have a specific situation you'd like to discuss?
- Curious what it means to work with a wealth advisor?
- In the process of interviewing potential advisors?
Choosing a wealth advisor that's the right partner for your financial life — both for your particular needs and the right personal fit — is something that you should feel confident about.
Schedule an initial "Discovery Meeting". We'll listen to your needs, answer your questions, and share about our approach. No sales pitch — we promise!
If there is a mutual fit, we'll schedule a follow-up meeting for a deeper discussion about your situation and moving forward together.
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Advisory services offered through Pillar Point Wealth Management LLC, an investment adviser registered with the state of California. Advisory services are only offered to clients or prospective clients where Pillar Point Wealth Management LLC and its representatives are properly registered or exempt from registration.
The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.