At L Squared Wealth Management, we believe that planning your financial future should be about you, not the financial advisory company. We are based in San Diego and provide financial planning and investment management services to clients nationwide. Learn how we can help you build a better financial future. Contact us at (619) 430-9555 to schedule a complimentary introductory meeting and learn how we can help you build a better financial future.- California Insurance License #0H50988L Squared Wealth Management LLC is a California Registered Investment Advisor. Additional products and services may be available through Lawrence Lane that are not offered by L Squared Wealth Management LLC.

• FINRA Series 7 and 66 Securities Licenses• California Insurance License #0H50988

Financial planning and advisory services including investment management, insurance planning, retirement planning, and full service money management.

Engineering / Product Manager (4/09-Present) for advanced integrated measurement unit. * Planned and managed successful transfer of advanced measurement system from partner in Israel to Timbre in California, including training, BOM management, and inter-company negotiations. * Led product lifecycle (PLC) team and directly managed 9 engineers.* Managed product integration with business unit in Japan. Product / Engineering Manager (3/06-3/09) for industry leading and enabling semiconductor measurement unit. * Managed technical and marketing teams to achieve market leadership in integrated lithography critical dimension (CD) measurement and control. Top customers included Intel, IBM, and TSMC.* Created financial models to help customers quantify their ROI from using Timbre’s measurement unit in their production lines.* Led product lifecycle (PLC) team and managed 12 engineers and 3 managers.* Developed next generation measurement unit to further extend Timbre’s industry leadership in integrated metrology.

Director of Applications (4/01-3/06) for leading edge optical CD (scatterometry) measurement software. * Achieved 50% market share for Timbre optical CD (OCD) software. Customers included Samsung, Intel, IBM, Micron, and AMD.* Managed applications development and customer support, including direct supervision of 10 applications engineers and two managers. * Identified new game breaking features and specified implementation to R&D group. * Provided technical updates and support for joint development projects at key customers. * Evaluated and participated in the selection of new and alternate measurement hardware for the Tokyo Electron Etch BU.

Director of Business Development responsible for identifying new opportunities for KLA to expand its leadership in measurement technology. Investigated and recommended new technologies for development, investment, and acquisitions. * Obtained corporate approval (including (CEO and President) for development of metal measurement system.* Performed NPV and ROI analysis for potential acquisitions. * Led division strategic planning process.

Program manager (10/97-1/99) for development of new PVD deposition system. * Managed deliverables from hardware development, process engineering, operations, software, and marketing leading to on-schedule product introduction of new PVD systems. Matrix managed 20 engineers and 4 managers. * Successfully demonstrated system performance leading to initial orders from key customers. Process Support Manager (5/96-10/97) for Western (Sales) Region * Managed process support for customers including Intel, AMD, Rockwell, LSI, and IDT including escalations, technical updates, and technical sales support.* Managed six engineers. Western Region had highest customer satisfaction ratings within the company and was the top performing region in Novellus based on sales.Other Positions:Process Development Manager (6/94-5/96)Senior Process Engineer (1/93-6/94)Process Engineer (7/90-12/92)