Jacob Tally is a financial advisor at Prospero Wealth, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with one year of industry experience. He is the owner and founder of Tinegoba LLC, which provides contracting services to Prospero Wealth along with consulting advice to startups and small-to-medium sized businesses. Prior to his current role, he worked in various capacities at Cap Hill Brands, New Engen, Crowd Cow, and ZULILY. Prospero Wealth offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm employs tailored investment programs using individual securities, ETFs, derivatives, and long-short strategies, and provides assets-under-advisement consulting and held-away account monitoring through a seven-person advisory team.

Our firm is made up of veteran former tech professionals who have become fiduciary advisors specifically to assist their former colleagues and other tech professionals. We practice data-driven financial planning and asset management. We differentiate ourselves by being highly respectful of your time and focusing on ruthless prioritization. We specialize in equity compensation and concentrated stock positions.

Michael Bergines is a financial advisor at Prospero Wealth, LLC in San Jose, CA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Armanino LLP and PayPal, among others. Prospero Wealth, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm employs tailored investment programs using individual securities, ETFs, derivatives, and long-short strategies, and offers assets-under-advisement consulting to other advisers.

Originally born and raised in New Delhi, India, I came to the USA when I was 17 to attend college at the University of Illinois at Urbana-Champaign. A little over a decade later, I have worked as a technology consultant, lived in 7 cities, married my lovely wife Sharanya, and picked up a liking (plus a license!) for Scuba diving. We have been calling the LA area home for just about 2 years, although we do spend a considerable time traveling! I want to make financial planning more accessible to Indian immigrants in tech in their 30s and 40s who are too busy to implement while eschewing the suit and tie! Why I Started CapitalWe In 2014, I graduated college without a job offer lined up, so I moved to the Bay Area in search of a job. Desperate after a couple months of non-stop job searching, I took the first offer I got, which paid a low salary (by Bay Area standards). I found it challenging to cover bills and rent even while being paid a “coveted” bay area tech salary. In order to make ends meet, I quickly became obsessed with optimizing each dollar and eventually with the FIRE movement (Financial Independence / Retire Early). After speaking with friends, family and colleagues who were all struggling with similar challenges, I realized this is a universal problem. Having learnt about investing, I wanted to find a good advisor who would be able to round out my spreadsheets and was willing to work with young professionals, but found the advisors either had high minimums or were trying to sign me up for sub-par financial products to earn their commissions. I started CapitalWe to relieve financial stress for all young professionals as they transition between various stages of life: school, marriage, home-buying and all other firsts!

Suhas Joshi is a financial advisor at Prospero Wealth, LLC with three years of industry experience. He holds a Series 65 designation. Before joining Prospero Wealth in 2022, he worked at Stripe for three years and Facebook, Inc. for seven years. Prospero Wealth, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm employs tailored investment programs using individual securities, ETFs, derivative strategies, and offers assets-under-advisement consulting to other advisers.

After a long career in tech, I hit my retirement number. I was ready for something different, but I didn’t want a typical retirement. In 2024, I decided I’d rather spend the last third of my life doing something more personally meaningful and human-focused: helping people make smart, confident financial decisions. I’d done it for years with co-workers, friends, and family. It was a logical next step. Before Prospero Wealth, I spent 25 years in tech. I worked for Fortune 500 companies like Dell, as well as smaller startups. Most notably, I spent 19 years at F5. Along the way, I earned a double major in Finance and Economics from the University of Oregon (go Ducks!) and an MBA from the MIT Sloan School of Management. I enjoyed my career in tech. It brought some success. I think I was good at it. But as the years went by, I had a nagging feeling it wasn’t what I was truly wired to do. In October 2022, I spent a long weekend with a career coach who helped confirm what I already knew: my tech career was no longer personally fulfilling. After some soul-searching, I wrote a values statement: I’m happiest when I research, analyze, and think strategically through challenges and opportunities to counsel and encourage others. That was the spark I needed to begin a two-year process of unwinding from tech, retiring early, and pursuing a second-act career. Shrewd investing helped me reach financial independence, giving me the freedom to pivot. These days, I work because I love it. The world is a hard place, and encouragement is essential to what I do. I’m happiest when I’m encouraging others. I spent 30 years earning, saving, investing, making mistakes, learning from them, navigating market crashes, and putting three kids through college. So I know firsthand how overwhelming finances can be. I’d love to help you! Rather than build a practice from scratch, I joined Prospero Wealth, a Seattle-based firm of likeminded peers who all came from the tech industry. Although I operate effectively as a solo practitioner with my own clients, I am registered under Prospero Wealth. This brought me into a small team of advisors with deep experience serving the unique needs of tech employees. We collaborate closely, share ideas, learn from each other, and laugh a lot.

Marcus Maurer is a financial advisor at Prospero Wealth, LLC in Seattle, WA, with 16 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Prospero Wealth since 2016 and Ameriprise from 2006 to 2014. In addition to his advisory role, he is a full-time employee at the University of Washington. Prospero Wealth offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm utilizes tailored investment strategies including direct indexing, leveraged and inverse ETFs, options, and short sales, and provides assets-under-advisement consulting to other investment advisers.