Hannah Farrow is a financial advisor at RightWise Wealth in Santa Clara, CA, with two years of industry experience. She holds a Series 65 designation and previously worked at Apple Inc for six years before entering the financial advisory field. Outside of her advisory role, she manages a rental property in Sommerville, MA. RightWise Wealth serves individual clients, including high-net-worth households, offering comprehensive financial planning and discretionary investment management guided by Modern Portfolio Theory. The firm emphasizes a structured planning process and utilizes ETFs, mutual funds, and factor-based strategies to implement client portfolios.

Caitlyn Driehorst is a financial advisor at RightWise Wealth with a Series 65 credential and three years of industry experience. She previously worked at Signal Advisors, OpenInvest, and Capital Group. RightWise Wealth is a small advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm follows Modern Portfolio Theory and primarily uses ETFs, mutual funds, and factor-based strategies, integrating third-party tools for tax filing and estate planning.

Robert Pick is a financial advisor at RightWise Wealth in Elmhurst, IL, holding a Series 65 designation. He has 16 years of prior experience working at Bain & Company. RightWise Wealth serves individual clients, including high-net-worth households, providing comprehensive financial planning and discretionary investment management guided by Modern Portfolio Theory. The firm integrates third-party tools for tax filing and estate planning and structures its client relationships with an intensive first year of meetings followed by annual reviews.