Data-Driven Wealth Strategies from

a PhD Perspective

Bridging the gap between Computer Science precision and professional financial planning to secure your future

PhD in Computer Science | Professor | Series 65 Licensed | CFP® Candidate.

Comprehensive Planning
(Retirement, Tax, and Estate)

Quantitative Investing
(Data-backed portfolio management)

Tech-Sector Advisory
(Specialized advice for engineers and researchers)

Deep expertise in digital assets, cybersecurity, and the future of the digital economy. I apply the same mathematical discipline to your portfolio that I use in my CS research. As a professor, my goal is to teach you how to manage wealth, not just sell you a product.