LET'S FIND YOUR FINANCIAL
STRIDE

A FEE-ONLY FINANCIAL PLANNER FOR EARLY-TO MID-CAREER PROFESSIONALS .

Helping you align your money with your values.

DO YOU NEED HELP OPTIMIZING YOUR EMPLOYEE BENEFITS PACKAGE?

Whether you work in the private or public sector you'll likely be faced with decisions surrounding your benefits package. There is a lot of information to sort through. Health insurance, retirement options, flexible spending accounts, fee waivers etc. We will create a plan to help you get the most out of your benefits package.

ABOUT STRIDE

I founded Stride to bring quality financial planning to early-to-mid career professionals at an affordable price. Decisions we make early in life can have a tremendous impact on our financial future. Unfortunately, finding quality financial planning can be challenging without a large investment portfolio. A large percentage of advisors in the financial services industry sell products and earn commissions from the products they sell. This creates a direct conflict of interest in the advice they provide. Stride is an independent fee-only firm. We do not sell financial products or earn commissions. I'm David, the lead financial planner at Stride and I serve in a fiduciary capacity for my clients. I'm passionate about working with early-to-mid career professions who are in need of advice to optimize their wealth building journey. If you're looking for financial advice without pushy salespeople, products, or commissions, you've come to the right place.

ABOUT

I'M DAVID.

I’m a husband and dad to three beautiful children. I have always had a passion for personal finance. As I began to navigate life in my 30’s with a growing family, home purchases, student loan debt, planning for retirement, and college savings for my children, I decided to turn my passion into a career to help others. I returned to school through the UC Berkeley Extension program and earned a graduate certificate in Personal Financial Planning. As a financial planner, I enjoy helping my clients navigate financial issues in order to bring peace and confidence surrounding their finances.

I believe in conflict free financial advice, the way it should be. I don’t sell products or earn commissions from your investment portfolio with confusing fees. I'm an independent fee-only financial planner. My fee is clear and fixed, which eliminates surprises and promotes transparency. I’m also a fiduciary, which means I’ve taken an oath to act solely in your best interest.

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