Frank RimerMan Advisors LLC

Brian Kreischer is a financial advisor at Frank Rimerman Advisors LLC with 22 years of industry experience. He holds a Series 65 credential and has been with Frank, Rimerman & Co., LLP since 1991, where he serves as a certified public accountant and business services partner involved in business development and personnel management. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management to high-net-worth individuals, qualified investors, trusts and estates, charitable organizations, and select limited liability companies. The firm employs a long-term, individualized investment approach, building diversified portfolios based on clients’ objectives, time horizon, and risk tolerance.

Patrick Sullivan is a CFA® charterholder with 22 years of experience in the financial advisory industry. He has been with Frank, Rimerman Advisors LLC since 2003. The firm provides financial planning and wealth management primarily to high-net-worth individuals, qualified investors, trusts, estates, and charitable organizations. Frank, Rimerman Advisors tailors investment strategies to client objectives and risk tolerance, utilizing diversified portfolios and a long-term investment approach that includes third-party asset managers and ongoing portfolio reviews.

Adam Gensler is a CFP® with eight years of industry experience, currently serving as a financial advisor at Frank, Rimerman Advisors LLC in Palo Alto, CA. He has been a tax partner at Frank, Rimerman & Co. LLP, a public accounting firm, since 2012. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio advisory services primarily to high-net-worth individuals, qualified investors, trusts, estates, and charitable organizations. The firm employs a long-term investment philosophy and constructs diversified portfolios tailored to each client’s objectives and risk tolerance.