Top financial advisors working with biotech professionals in San Francisco, CA

Roger Wittlin is a financial advisor at Wittlin Advisory with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including True Capital, Monroe Capital, and PCCP. Wittlin Advisory is a fee-only investment management firm serving high-net-worth individuals, families, and foundations, with a notably international client base. The firm provides discretionary and non-discretionary portfolio management, utilizing fundamental analysis and ongoing monitoring to guide asset allocation, including traditional funds, private placements, and digital assets.

Brett Jennings is a financial advisor at Ameriprise in San Francisco, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Modern Woodmen of America and the University of California, Santa Barbara. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Darren Kalb is a CFP® and holds the Series 66 designation, with 14 years of industry experience. He has worked at Creative Planning since 2017 and previously spent three years at Polaris Greystone Financial Group, LLC. He is based in San Francisco, CA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and various tax-efficient strategies.

Abu Farukh is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Raymond James & Associates since 2012. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. It serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Giani Kurniawan is a financial advisor at Global Key Advisors with a Series 65 credential and four years of industry experience. Prior to joining Global Key Advisors, Giani worked at Global Insight Advisors and held various roles related to education and entrepreneurship. Global Key Advisors provides financial planning and investment management services to individuals, corporations, trusts, foundations, and family offices, primarily through separately managed accounts branded InsideTrack®. The firm uses statistically driven, multivariate analysis of unconventional data sources and proprietary tools to manage concentrated, long-only portfolios, generally avoiding macro market timing and direct cryptocurrency holdings.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Rajiv Eluthesen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2010 after graduating from the University of California at Berkeley's Haas School of Business. Rajiv works collaboratively with clients across various stages of their financial lives, developing tailored wealth management strategies to support retirement, education planning, stock options, and RSUs management, among other goals. He holds the CERTIFIED FINANCIAL PLANNER™ certification and Personal Investment Advisor designation. Rajiv's professional expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income strategies. He is a member of the Peninsula Velo cycling team. Outside of his professional work, Rajiv enjoys cycling, ski trips, hiking, camping, cooking, reading, and spending time with his family. He has combined his interests in travel and cycling through activities such as riding from Barcelona to France.

Mark Young believes that wealth management is about more than just numbers—it’s about sleeping better at night. As the founder of Clearview Financial, Mark utilizes his dual expertise as a CPA and CFP® to strip away the complexity of financial planning, providing his clients with a clear, tax-efficient roadmap toward their goals. With a career spanning over 40 years, Mark has navigated every type of market cycle. This depth of experience allows him to offer a seasoned perspective that is rare in today’s fast-paced world, ensuring that every strategy is stress-tested for long-term success. His philosophy is simple: put the client’s interest above all else and focus on the “peace of mind” that comes from careful planning and rigorous review. A lifelong San Diegan, Mark is an alumnus of San Diego State University (’83) and Torrey Pines High School (’78). He and his wife are the proud parents of three adult children. When he is not in the office helping clients achieve financial freedom, Mark stays active on the pickleball courts, hiking local trails, or traveling the world with his family.

Wealth Script Advisors offers a wealth management experience unlike any other, designed specifically for tech professionals. With 12 years of experience in the financial advisory industry and certifications such as CFP®, CFA®, and Enrolled Agent, we bring a comprehensive understanding of the unique challenges of equity compensation, concentrated investments, tax strategy, and real estate. Our expertise is rooted in a deep knowledge of the tech sector, allowing us to craft strategies that address the complexities of your financial world while simplifying the path forward. Three key pillars truly separate us from the rest: First, our deep expertise in working with tech professionals. We understand the intricacies of your compensation structures and have the experience to help you maximize wealth while managing the tax implications. Second is our personalized investment experience, which focuses on customization and driving utility. Third, we offer a white-glove boutique experience. Our firm combines the personalized attention of a small, exclusive practice with the expertise and resources of a much larger firm, ensuring that every interaction is seamless and tailored to your specific needs. At Wealth Script Advisors, we’re committed to delivering strategic, thoughtful advice with an unwavering focus on your long-term financial success. Whether you’re navigating equity compensation, building wealth through real estate, or looking for a partner to guide you through life’s financial milestones, we provide the kind of individualized attention that ensures you feel supported and confident every step of the way.

Soumyalakshmi Parasuraman is a CFP® and holds a Series 66 designation, with three years of industry experience. She has worked at Griffin Black, LLC since 2025 and previously held roles at J.P. Morgan Wealth Management, Merrill Lynch, and Bank of America. Outside of her financial advisory work, her background includes entrepreneurial ventures with Ascendency Interlinks Pvt Ltd and Ennsignn Advisory Services Pvt Ltd. Griffin Black serves individuals, retirees, executives, professionals, entrepreneurs, and small business owners, with experience assisting Silicon Valley technology and bio-tech professionals as well as clients with cross-border or international ties. The firm offers Holistic Wealth Management, Investment Management, and ongoing financial planning, tailoring investment programs to clients’ goals and risk profiles.