Introduction
I founded Credo Wealth Management, LLC after 16 years of working at UBS Financial Services, Inc. in San Francisco, CA with busy corporate executives and their families at companies like Accenture, Applied Materials, BioMarin and Intel. I helped them to integrate their equity/stock benefits into their overall wealth management strategy. I am a Certified Financial PlannerTM and Corporate Stock Benefit Consultant Level I.
Who We Are
Originally from the East Coast, I have professional and family roots on Wall Street. My father started his career at Merrill Lynch and, at 82 years of age, is still working with select endowments. At the dinner table growing up, there was usually a lively discussion about stocks, investments and the economy. I bought my first stock when I was 19 years old: The Limited clothing company.
After 30 years in the Bay Area, in June 2023 my family and I went back to my roots on the East Coast. We are settled into Newtown, PA in Lower Bucks County, PA.
Our Credo - The Beliefs that Guide Our Actions
We believe in liquidity, transparency and reasonable costs.
We believe that failing to plan is planning to fail.
We believe in asset allocation and diversification.
We believe in keeping your private information safe and secure.
What Makes Us Unique
Our clients all receive a link to their Financial Plan that they can access anytime - day or night.
We schedule four review meetings per year.
We like to educate clients on different investments while avoiding the financial industry alphabet-soup jargon such as: ETF, bps, alpha, beta, FANGM, PE, ISO, NQO, ESPP, RSU.
Why Contact Us
Need a portfolio tune up? A second opinion? Interested in doing a Financial Plan? Have you experienced a life change: new baby, new job, lay-off, divorce or just thinking about when you can retire? We can work on a fee and hourly basis and are open to new clients and referrals. Ask about our Friends and Family Program.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 1160 Battery St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- credowm.com
- Keywords
- Designing and managing a consolidated investment strategy, Diversification plans to manage concentrated positions, Working with your accountant and lawyer to coordinate wealth strategies, Managing stock options strategically, through 105b-1 plans and Rule 144 trades, Monitoring Required Mandatory Distributions (RMDs), Extracting assets from your business tax-efficiently, Planning for business succession and other transitions, Insurance and risk management strategies, Estate Planning, Financial wellness program implementation, Demystifying your corporate benefits package, Next Generation Planning.
- HQ
- San Francisco, California
Credo Wealth Management Questions
Credo Wealth Management's website is credowm.com
Credo Wealth Management's LinkedIn profile is https://www.linkedin.com/company/credowm
Credo Wealth Management has
2 employees.
View email and phone details for 2
employees at Credo Wealth Management.
Credo Wealth Management's industry is
Financial Services
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Credo Wealth Management's categories are Financial Services
Credo Wealth Management's founding year is 2019
