I founded Pillar Point Wealth Management to deliver the kind of financial guidance I’d want for my own family: attentive, transparent, and truly personal. After 25 years in business—including as a Managing Director at Charles Schwab—I saw firsthand the impact that individualized advice can have on helping people build, protect, and enjoy their wealth at every stage of life.
My approach is rooted in empathy and partnership. As the spouse of a Kaiser Permanente physician and a member of the “sandwich generation,” I understand the real-world challenges that physicians, professionals, and families face—balancing demanding careers, caring for loved ones, and planning for the future. My experience navigating these transitions shapes how I support clients through their own financial journeys.
I hold an MBA from MIT Sloan and a BA from the University of Pennsylvania. My family and I live in San Francisco, where we enjoy skiing, scuba diving, running, and cooking together.
My goal is to help you gain clarity, confidence, and peace of mind as you navigate your financial life.
At Pillar Point, we believe that true wealth management is about more than just investments—it’s about empowering you to make confident decisions and focus on what matters most.
We treat every client like family, offering guidance tailored to the needs of physicians, professionals, and families navigating life’s major transitions.
As a fee-only fiduciary, our advice is always in your best interest — never influenced by commissions or product sales. Our disciplined, research-driven process keeps you on track, adapting your plan as life evolves. We help you clarify your goals, implement actionable steps, and stay organized, so you can move forward with confidence.
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
Helping clients achieve their financial and life goals with personalized financial planning and investment management, delivered with empathy and expertise.
We support individuals, families, professionals, and physicians as they navigate life’s transitions—coaching and empowering them every step of the way
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.
If you're not ready to schedule a meeting yet, prefer to chat via email, or would like to sign up for email updates, reach out with your information below.
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.