Homeless kid → Naval Academy → robotic surgeon → VASCULAR SURGEON. I teach money to people who weren't born with a silver spoon. 📖 Book coming soon. OSV Scout
Chief Planning Officer, Focus Partners | Prof of Practice in Tax, The American College | Lead Fin Plan Nerd, Kitces.com | Dad x3 + husband | Opinions are my own
Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
Financial planning for high earners who feel behind despite a great income. My views do not represent the views of my employer. Posts do not equal advice
Madam Trash Panda • Biotech Investor Cybernetic Bard • Polymorphic Potato Bibliophile - Literally literarily obsessed
*Citizen of the Month - March of '97*
Your attorney, CPA and wealth manager are all excellent. None of them talks to the others. That's my job. Two exits of my own. Founder, Complete Family Office.