David Amann, Cfp® Email & Phone Number

I’ve learned one thing after working more than 25 years in Silicon Valley. Ideas are easy. It’s execution that makes the difference. Now, I take that lesson and apply it to helping families achieve their financial goals.When I worked at Netscape in the 90s, I realized stock-based compensation could have a huge impact on me and my family. After Netscape went public, I wanted a professional to guide me through my choices. So I now devote myself to helping clients understand the complex compensation packages used in Silicon Valley.Through building my practice over the last 16 years, I've experienced the struggles and pride of building something of value. I therefore focus on strategies that can help business owners get the most out of their business and reduce their risk.When I think about the future of my two young boys, I want our financial resources to be a positive influence. My clients feel the same way. So I help families transfer their wealth responsibly to the next generation.When you decide to work with our practice, we start by finding out what's important to you. Then we use an established process to build a personalized strategy to achieve your financial goals. Finally, we partner together for the rest of your life to help you stay on track.Each time we meet, I want you to leave with a greater understanding of the principles behind managing finances. My parents were teachers who made complex ideas simple, and I live by that example with my clients.And, we will be in your corner during important turning points in your life. When times get tough, you won’t face them alone. I’ll walk with you every step of the way.We want you to feel understood, informed, in control, and secure, while also having the time and confidence to focus on what brings the most meaning to your life.When I’m not helping families with this important work, you can find me reading a book, playing chess, or, most often, being the best husband I can be./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Retirement Income Strategies.