As a Certified Financial Planner, I have worked with many clients from all walks of life in helping them with their financial journey. Many clients come to me for a more clearer picture of what their current financial journey looks like and what options they have to fulfill their financial goals as they walk through their journey. At Saaga Wealth Planning, we know that every client's journey is unique, and therefore, to better help them, we understand it takes time, dedication, and attention to details. With the understanding that not every client is looking for the same level and type of service. Saaga Wealth Planning offers tailored services to meet most any client's needs. We offer various service models from Comprehensive Financial Planning to Modular Financial Planning. Based on the client's needs, we offer one-time planning as well as ongoing planning on a retainer basis. We truly believe that comprehensive financial planning should go hand-in hand with portfolio management. Our portfolio management services include free financial planning. We focus on tax-efficient and cost friendly investments that align with our clients' risk tolerance and financial goals. We serve clients at various stages of their financial journey, from pre-retirees to retirees. If clarity and confidence is what you are looking for in your financial journey, then Saaga Wealth Planning is dedicated to helping you get there.

Sunil Chowdary Vemulapalli is a CFA charterholder based in Pleasanton, CA, with over a decade of experience in investment management across multiple firms including Sensato Investors and Trunk Road Capital. He currently manages Golkonda Investment Advisors and holds a concurrent position at Agora Indexing Technologies LLC. Golkonda Investment Advisors provides fee-only, per-engagement financial planning and non-discretionary investment advice to individual clients, including high-net-worth individuals, families, and trusts. The firm emphasizes diversified, long-term portfolios using low-cost ETFs and index funds, delivering recommendations through written reports without trading authority or ongoing portfolio monitoring.

Parthiv Sangani is a financial advisor at Beacon Park Capital, LLC, holding a Series 65 credential with six years of industry experience. Prior to his advisory role, he worked at GoDaddy from 2013 to 2019. Beacon Park Capital is a small, independent advisory firm serving individuals, family offices, trusts, and estates through separately managed accounts. The firm offers a concentrated Long Term Growth strategy and a Tailored Strategy, with a focus on discretionary portfolio management and performance-based compensation for certain clients.

Rishi Gosalia is the sole advisor at SF Value Capital, LLC, an independent firm based in Pleasanton, California. He holds the Series 65 designation and has seven years of industry experience. In addition to managing SF Value Capital, he has been employed at Google, Inc. since 2013. SF Value Capital provides discretionary portfolio management primarily to individuals, small businesses, trusts, estates, and IRAs, managing approximately $17.25 million across around 31 client accounts. The firm employs a concentrated, value-oriented equity investment approach focused on undervalued companies with long-term growth prospects, typically working with clients who have a ten-year or longer investment horizon.

Stacy Turner is a financial advisor with The Wealth Mastery, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has operated as a sole proprietor and with The Wealth Mastery in various capacities since 2013. Turner also engages in licensed insurance sales, dedicating approximately 10% of her professional time to this activity. The Wealth Mastery, LLC serves individual and high-net-worth clients with discretionary and non-discretionary asset management, financial planning, and consulting services. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, using a combination of macro, fundamental, technical, and charting analysis.

I am the Founder of CareGen Wealth Management and a Wealth Advisor providing fee-only financial planning and wealth management services with customized solutions for my clients, with a primary focus on women. My clients may be divorced, retireed, widowed, or recent inheritors. They're looking for someone to literally and/or figuratively sit right next to them, hip to hip, as they make financial decisions that impact their lives and the lives of those who are important to them. My ultimate goal is to empower my clients to believe in themselves, make the most of their resources, make smart decisions, and forge better financial outcomes. I am a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Divorce Financial Analyst® professional, and hold the Accredited Behavioral Finance Professional(℠) credential. Prior to starting my own firm, I was a Vice President with Goldman Sachs, Personal Financial Management and have worked in the financial services industry since 2006 following an earlier career working in the aerospace and information systems industries. I studied Financial Planning at UC Berkeley, have an MBA from the University of Southern California, and a Bachelors degree in Mathematics and Economics from UC Santa Barbara. I live in the San Francisco, California area with my husband and when I'm not working with clients, I love to spend time in Brooklyn, Phoenix, and Los Angeles with my three grown children. (If you're curious, ask me about how this relates to my "Family Mission Statement".) I also enjoy spending time in Park City, Utah downhill skiing, hiking, or seeing films at the annual Sundance Film Festival.

Junyu Guo is a financial advisor at JY Capital Management with three years of industry experience. He holds a Series 65 designation and previously worked at eHEALTH, INC. and Fehr & Peers. JY Capital Management provides fee-based investment advisory services with a focus on customized portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using a broad range of instruments, including options, short sales, and margin, tailored to client objectives and risk tolerances.

Peter Yiu is a financial advisor at Tranquil Asset Management LLC with 24 years of industry experience. He has held positions at Charles Schwab & Co., Inc., UBS Financial Services, and Fidelity. Yiu holds Series 63, 65, and 66 licenses. Tranquil Asset Management LLC provides portfolio management primarily to high-net-worth individuals, creating written Investment Policy Statements and monitoring diversified holdings including mutual funds, fixed income, equities, ETFs, and commodities. The firm employs multiple analytical methods and trading strategies, typically maintains discretionary authority, and serves a small number of clients with concentrated assets.

William Steinberger is a CFP® and holds a Series 65 license, with nine years of experience in the financial advisory industry. He is the sole advisor at Think Different Financial Planning, where he has worked since 2018 through various related entities. His prior experience includes roles at Buckingham Asset Management and Raub Brock Capital Management. Think Different Financial Planning serves individuals and high-net-worth clients with wealth management and financial planning services, emphasizing passive, index-oriented investment strategies using ETFs and low-cost funds. The firm employs fixed and hourly fee arrangements rather than percentage-of-assets fees and also coordinates with third-party managers as appropriate.

Preston Dodd is a financial advisor at Mission Capital Advisors Inc. in Sunnyvale, CA, holding Series 65 and Series 66 licenses with 11 years of industry experience. He has held roles at Mission Capital Advisors as well as at Gordian Investments, Alumni Ventures Group, Independent Brokerage Solutions, and Oxford Economics USA. In addition to his advisory work, he operates a consulting business providing management, operations, and strategy guidance separate from investment portfolio management. Mission Capital Advisors primarily serves institutional and pooled accounts such as foundations, endowments, and charitable organizations, while also advising businesses and individuals. The firm uses macroeconomic analysis and diversified asset allocation to develop customized investment policies and offers consulting and educational services without managing assets on a discretionary basis.

Anthony Carr is a CFP® professional with 25 years of industry experience. He is the principal of Carr Wealth Management LLC, an independent firm he has led since 2015. Prior to that, he operated as a sole proprietor for nine years. Outside of advisory services, he works part-time as a controller for a small contractor in Pleasanton. Carr Wealth Management LLC provides discretionary investment management and financial planning primarily to individuals in or nearing retirement. The firm applies Modern Portfolio Theory to develop portfolios aligned with clients' objectives and risk tolerances and offers planning and consulting services on an hourly or fixed-fee basis.

Cynthia Gaertner Bridges is a CFP® with 17 years of industry experience and has been the sole advisor at Kuleana Wealth Advisors since 2010. She holds a Series 65 license and operates out of Los Altos, CA. Kuleana Wealth Advisors provides integrated financial planning and investment management to individual investors, trusts, estates, and charitable organizations. The firm emphasizes goal-based planning and portfolio construction using low-cost mutual funds, ETFs, individual securities, and private investments, with a notable focus on non-discretionary accounts and client education through workshops.

Jonathan Whitcraft is the sole advisor at Whitcraft Capital Management in Mountain View, CA, holding a Series 63 designation and bringing 45 years of industry experience. He has managed Whitcraft Capital since its founding in 1997. Whitcraft Capital Management is an independent advisory firm offering discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and custodial accounts. The firm employs an active growth portfolio strategy using proprietary computer screens alongside fundamental and technical analysis, managing accounts on a fully discretionary basis with an emphasis on risk management and diversified investment instruments.

Sanjay Misra is a CFA® charterholder and the sole advisor at Acumain Capital, LLC with one year of industry experience. Prior to founding Acumain Capital, he spent eleven years at BlackRock Inc. He also serves as a board member of Calfus Inc., a technology consulting and engineering services firm. Acumain Capital provides discretionary portfolio management focused on equity strategies for high-net-worth individuals and institutional investors. The firm employs a combination of fundamental analysis, quantitative modeling, and macroeconomic research to manage long-only and long/short equity portfolios.

Lee Scundi is the principal of Scundi Investment Management, LLC, an independent firm based in Mountain View, CA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding his own firm in 2009, he worked with Niemann Capital and Quasar Distributors. Outside of his financial advisory role, he holds a General Building Class B license and conducts limited construction project work on a part-time basis. Scundi Investment Management provides discretionary investment management for high-net-worth individuals, trusts, and small businesses. The firm employs an asset-mix approach using model portfolios and incorporates macroeconomic data, fundamental and technical analysis, and volatility measures in managing client accounts.

Gregory Crofton is a CFP® professional with over 8 years of experience, serving as the principal and sole advisor at Adap Tax Financial, Inc. He has been with the firm since 2004 and briefly worked at Rose International in 2016. In addition to his advisory role, he is a part-time instructor at UC Berkeley Extension, teaching courses in personal finance, accounting, and tax. Adap Tax Financial, Inc. offers financial planning, discretionary investment management, and tax services to a diverse client base including individuals, families, trusts, estates, and business entities. The firm focuses on a passive, asset-allocation investment approach using low-cost index funds and ETFs, incorporating tax considerations and options strategies for clients with concentrated equity positions.

David Meyers is a CFP® professional with 17 years of industry experience. He is the sole advisor at Meyers Wealth Management, an independent firm he has operated since 2008 in Palo Alto, CA. Meyers Wealth Management provides fee-only financial planning and investment advisory services to individuals, families, trusts, small businesses, qualified retirement plan sponsors, and charitable organizations. The firm employs a strategic asset allocation approach primarily using passively managed index funds, with customization based on clients’ tax and estate circumstances.

Michael Starr is the sole advisor at Stellar Financial Planning in Fremont, CA, with 31 years at the firm and one year of industry experience listed. He has been involved in theatrical entertainment since 1977. Stellar Financial Planning is an independent, fee-only firm serving individual and high-net-worth clients, managing approximately $10.37 million in discretionary assets. The firm combines bottom-up and top-down security selection with a contrarian/value approach, emphasizes client education, and maintains a small, concentrated client base.

Ran Shi is a financial advisor at Queensbury Global Advisors in Los Altos, CA, holding a Series 65 credential with two years of industry experience. Prior to founding Queensbury Global Advisors, Shi worked at Gortune Limited for five years. Queensbury Global Advisors provides discretionary asset management and distributes investment-related commentary through a subscription newsletter. The firm employs a combination of technical, macro, and fundamental analysis with quantitative ranking to manage tactical allocations across various styles, sectors, and regions.

Daven Sharma is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Abundance Advisers in Pleasanton, CA. He holds CPA credentials and is involved in several business activities including a CPA practice, accounting and tax services, and is a board member and treasurer for the nonprofit Truekarma.org. Abundance Wealth Advisers provides discretionary asset management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, business clients, and qualified retirement plans. The firm employs an asset-allocation model based on fundamental analysis, manages portfolios for the long term with quarterly reviews, and offers specialized strategies such as the “Turtle & Hare” investment approach alongside insurance-based principal protection and pension consulting.