San Francisco, CA Office

Alexander Gangl is a CFP® and CFA® with 13 years of experience in financial advising. He is currently with Empirical Wealth Management and has previously worked at firms including Mercer Global Advisors, Equius Partners, and Private Ocean LLC. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach across multiple asset classes and offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting.

Marsha Jong is a CFA® charterholder with 24 years of industry experience. She is currently an advisor at Empirical Wealth Management and previously worked at BlackRock Investments, LLC, and Barclays Global Investors. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based approach using diversified model portfolios across multiple asset classes and offers a range of financial planning, investment management, and affiliated real estate, insurance, and estate-planning services.

Jordan Arreola is a financial advisor at Empirical Wealth Management in San Francisco, holding a Series 65 designation with one year of industry experience. Prior to joining Empirical Wealth Management, he worked at Quadriga Partners and held various roles in the automotive industry and academia. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in a private pooled vehicle. The firm employs a Modern Portfolio Theory-based investment approach across multiple asset classes, offering diversified portfolios and alternative-strategy funds, along with affiliated real estate, insurance, and estate-planning services.

Bohan Liu is a CFA® charterholder at Empirical Wealth Management with four years of industry experience. He previously worked at Fisher Investments for three years and Caida Securities for nine years. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans with fee-based investment management and financial planning services. The firm employs a Modern Portfolio Theory approach using diversified model portfolios and also offers alternative-strategy investments and affiliated real estate, insurance, and estate-planning services.

Curtis Elijah is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Empirical Wealth Management since 2024. He previously worked at Franklin Templeton Investments from 2018 to 2024 and at Private Wealth Partners from 2013 to 2017. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and offers a range of services including discretionary investment management, financial planning, tax preparation, and retirement-plan consulting.

Sean Hanson is a CFP® professional with 17 years of experience in financial services. He currently works at Empirical Wealth Management and previously held roles at NorthRock Partners and Ameriprise Financial Services, Inc. in San Francisco, CA. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in private pooled vehicles. The firm employs a diversified investment approach grounded in Modern Portfolio Theory, offering discretionary and non-discretionary management along with affiliated real estate, insurance, and estate-planning services.