With over 10 years of experience as an advisor, Michael brings a laser-focused approach to holistic wealth management. His first foray into retirement planning was when his mother retired from Kaiser Permanente Walnut Creek. As a first generation American, Michael had the duty of translating for his family – and he felt, firsthand, the stress and anxiety that large financial decisions can cause for the majority of retirees.

Michael provides fiduciary advice to soon-to-be retirees of large corporations. And he makes it his number one priority to chop down complex financial concepts – including pensions, 401K/TSA, Social Security, and taxes – into easy-to-understand bites for his clients. Michael’s expertise enables him to add a strong layer of financial advice to a company’s HR team – with a particularly strong understanding of the retirement programs offered by PG&E, AT&T, Kaiser Permanente, Chevron, Northrop Grumman, Boeing, and Raytheon.

Born and raised in Oakland, CA, Michael is an active member of the dog rescue community – having fostered many dogs through rescue organizations including Chows Plus and Love Second Chances. You can find him exploring around town with his latest rescue, Chow Chow Maple.

Alex has always been driven by a passion for helping others, which, combined with his love of business and economics, naturally led him to financial planning. He takes pride in advising individuals and families, helping them navigate financial roadblocks and capitalize on opportunities to achieve their long-term goals. 

Alex spent over a decade in investment banking and corporate finance at the beginning of his career, providing financial analysis, insights, and scenario planning to help drive strategic decision-making. Today, he applies that same deeply analytical perspective to guiding clients through complex financial landscapes with a focus on long-term success – ensuring that his clients have clarity, confidence, and a well-structured plan for their financial future.

Beyond his work with clients, Alex is dedicated to advancing the financial planning profession. He tutors CFP^® candidates, helping them prepare for and pass the national CFP^® exam.

Alex earned his B.S. in Accounting from Purdue University and his Master of Public Administration in Finance & Fiscal Policy from Cornell University.

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With over 27 years in investment and retirement planning, Steve is seen as a trusted partner to his clients for all of their financial planning needs. Understanding that each situation is unique, he works to understand every family’s specific goals – and then chart the best path forward to accomplish them.

Steve is honored to have guided hundreds of corporate employees to a happy and successful retirement.

A native of the San Francisco Bay area, Steve enjoys spending time outdoors and playing golf with friends.

Raymond began his journey in wealth management as a retirement planner where he worked exclusively with corporate employees from Fortune 500 companies helping them plan for the transition into retirement. This invaluable experience taught him the importance of financial planning and how financial aspirations may differ, thus requiring unique investment strategies tailored to your needs.

A good financial plan should be a living and breathing plan that changes and grows with you as you reach milestones. It should serve as a roadmap to navigate through life’s obstacles. Raymond uses a holistic approach to serve individuals, families and business owners to account for Trust and Estate Tax planning, Retirement Income and Risk Management necessities. He has extensive experience with income planning to maximize your Pension, Social Security and other sources of income to produce a comfortable future.

Raymond is a Bay Area native and grew up in the East Bay. He loves to travel and learn about different cultures by sharing food and stories. His most recent trip abroad was to the Philippines, Vietnam and Hong Kong.

Jordan works closely with individuals and families to understand their holistic wealth management needs, and he is privileged to help his client base navigate each life stage. Prior to joining Farther, Jordan held roles at Bank of America and Merrill Lynch. 

A graduate of Yeshiva University, Jordan resides on Long Island with his wife and 1-year-old daughter. An avid golfer and traveler, Jordan cherishes the time he gets to spend with his family and friends.

Growing up in the former Soviet Union and seeing the entire country transform before her eyes, Yuliya learned that only one thing is for certain: life is a constant change. 

Yuliya is passionate about helping her clients navigate financial complexities and adapt to their changing circumstances with joy, rather than fear. Her expertise encompasses retirement planning (or the work-optional stage of life), business succession, tax optimization strategies, risk management, and estate planning. 

Yuliya lives in San Diego, CA, with her husband and their two sons. She enjoys skiing, camping, cheering on her sons’ sports teams, and hiking with friends.

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Erik has been helping clients plan for, and transition into, retirement for more than 19 years. His comprehensive, educational approach provides a clear path for his clients to achieve their financial goals. 

Prior to joining Farther, Erik served clients as an advisor and also supervised financial advisors as a Chief Compliance Officer, upholding a strict commitment to prudent financial conduct. 

When not in his office, Erik can be found hiking in national parks or backpacking with his wife, Elena, and their trusty trail dog, Meadow.

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Anthony has over five years of experience advising clients – approaching each partnership from a holistic perspective. 

Anthony’s passion for finance stems from a desire to alleviate financial struggles. He has enjoyed helping small business owners, public school employees, and military families navigate their unique financial situations and make significant strides towards their retirement goals.

A native of Huntingtown, MD, Anthony pursued his education at ERAU in Daytona Beach and spent four years teaching English in South Korea. When he is not working with clients, he enjoys going to the gym and relaxing at home.

Denton brings a holistic approach to wealth management, with experience ranging from 529 plans to estate transitions.

Denton’s approach focuses on aligning each of his clients’ financial goals and major life events with tailored solutions. His academic background in macroeconomic theory, along with his Series 7 and 66, equips him with both the knowledge and passion to engage in meaningful financial conversations.

Based in Baltimore, MD, Denton enjoys playing and watching soccer and spending time with his family and dog.

Tom’s nine years of experience spans life insurance, financial planning, portfolio management, and tax optimization.

It was the challenges of the great financial crisis that originally motivated Tom to pursue a career in finance. He began his career in the life insurance industry, prior to becoming a licensed banker and then a Chartered Financial Analyst, and a financial consultant before joining Farther. He currently works doing financial planning, tax planning, estate planning, investment advice, and portfolio management for his clients. He enjoys the holistic nature of being a wealth advisor and advising clients on their portfolios and financial decisions.

Based in his hometown of Riverside, CA, Tom’s favorite hobbies with family and friends include traveling, movies, rock climbing, snowboarding, and board games.

Christian partners with a select group of corporate executives, entrepreneurs, and attorneys to develop comprehensive wealth management strategies that address the unique challenges they face.

He provides detailed cash flow analysis, tax strategies, concentrated stock management, and customized portfolios – empowering his clients to make sound financial decisions to efficiently manage, grow, and protect their wealth.

Prior to joining Farther, Christian was a wealth advisor at Merrill Lynch, Watermark Capital Management, and Northwestern Mutual. He currently resides in Brooklyn with his family.