Galen Herbst de Cortina, CFP®

About Galen Herbst de Cortina, CFP®

It’s my mission to make sure that all streamers learn how to run their businesses and manage their personal finances. I want to help you transition from an accidental business owner to someone who acts with intention and knowledge. Most of us weren’t taught those skills in school. I see so much potential in all of you and I don’t want something as manageable as taxes get in your way. I couldn’t find any traditional planning firms working with streamers so I went out and started my own.

I have always had an obsession with video games. WoW basically consumed my college life. When I moved halfway across the country for a new job I found my friends in the StarCraft club at work. I watch professional DotA 2 and StarCraft whenever I can. My current addiction is Rimworld.

For the credentials: I’m a CERTIFIED FINANCIAL PLANNER™ Professional and have my MBA in personal financial planning. Additionally, I write for StreamerSquare as well as my own blog.

Greg Gorski, CFP®

About Greg Gorski, CFP®

Greg is a Fee Only Financial Advisor, supporting clients through all phases of financial life. Specializing in Employee Equity Compensation Plans. We help clients understand their options related to ISOs, NQSOs, RSUs, ESPPs and more. Helping clients understand how to use their benefits to achieve their financial goals. Whether you have one or many financial questions, and need help deciphering your options, Greg can help you navigate the financial decision making process.

Joseph Kuo, CFP®, CMA

About Joseph Kuo, CFP®, CMA

I am a certified financial advisor and planner for attorneys, executives, and entrepreneurs.

As a fee-only fiduciary, I work solely in your best interests. I do not sell or receive commissions on any financial products such as insurance policies or investment funds.

Money can stress us regardless of how much of it we have. Born into a family business, I received many mixed money messages while growing up:

Money is supposed to provide safety and freedom, yet everyone seems to be chained to their businesses.
We should work hard to build wealth so we can have a great future for our families, yet no one knows what that actually looks like.
We want that great future for our loved ones, but we’re so busy working we have no time for them.

It’s not just about wealth, it is about well-being. If you have achieved success and wealth, but have financial questions or still feel that something isn’t right, I can partner with you to:

Clarify the goals that motivate you and uncover your “whys”.
Design a robust plan to grow your business, protect your family, and help you navigate the changes that life throws at you.
Use your finances and wealth as resources to help you achieve personal and financial well-being for you and your loved ones.

MY CERTIFICATIONS AND MEMBERSHIPS

CERTIFIED FINANCIAL PLANNER ™ Professional
Certified Management Accountant
Certified Grief Recovery Specialist
Motivational Interview Practitioner
Board Member of SF Chapter of Financial Planning Association

Michael Biggica, CFP®, MBA

Hello, my name is Mike Biggica. I grew up in New York and moved to the Bay Area in 2011. Living and working in two major metropolises, I understand a busy lifestyle and financial complexities that go along with it. Among the chaos, sometimes the world’s agenda overcome yours – my value is bringing focus and priority to your agenda as a trusted advisor.

As the founder of Pixel Financial Planning, LLC, it is a privilege to connect with clients and share in their journey. My days are filled with announcements and pictures of major milestones, including newborns, new homes, graduations, new jobs, vacations, retirement and much more. We enjoy our journey together since these goals are meaningful and usually life-changing.

As life changes, new goals, challenges, opportunities emerge emphasizing that financial planning is an ongoing process, not a one-time event. My goal is to provide you with empowerment, education, confidence, and peace of mind as you navigate life’s course.

Maureen Recker, CFP®, MBA

About Maureen Recker, CFP®, MBA

It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values.

Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.

Kevin Thelen, CFP®, CFA®

About Kevin Thelen, CFP®, CFA®

You work hard for your money. You want to enjoy your money now while preparing to live with greater financial freedoms in the future. Through financial goal planning, investment advice, and a professional perspective on your finances, BeYou Financial wants your money to work harder for you.

Be guided on a financial journey that allows you to pursue your dreams. You can accumulate enough to retire one day, you can help your children with their college education, you can achieve a more flexible lifestyle before retirement, and you can enjoy your money now.

Feel confident that I have the experience and knowledge to help you. My career started in 2005 as an intern at Ameriprise Financial followed by 9-years as a financial advisor and eventually, a partner at Genovese Burford & Brothers in Sacramento, Ca. I earned a BA in Economics from Seattle University in 2006, received the Certified Financial Planner designation in 2009, and the Chartered Financial Analyst designation in 2013. The Financial Times ranked me as a top financial advisor in 2015 and 2016.

I am looking forward to getting to know you.

Love your life.

Be you!

Timothy Kenney CFP®

About Timothy Kenney CFP®

I help active people who want to build a secure future for themselves and their families. I started Seawise Financial to be a truly independent destination for people that want unbiased advice to help fulfill their financial goals and dreams.

I have been involved in financial services for 20 years. I started on the institutional side of the industry and was the Senior Fixed Income Trader at LPL Financial in La Jolla, CA. There I helped financial advisors and their clients construct and review their fixed income portfolios. I transitioned to helping clients with their financial goals and spent the next six years as a financial planner and portfolio manager for teams at Wells Fargo Advisors and UBS. I also spent 4 years as a Wealth Manager with USAA and advised over 150 households with ties to the military.

I have lived in San Diego virtually my whole life and earned a bachelor’s degree in business administration from the University of San Diego. I am an avid surfer and have traveled to areas such as Central America, the Caribbean, the South Pacific and Indonesia in search of waves. I also enjoy reading, music and watching local sports teams. My wife Jenna and I live in Cardiff-by-the-Sea with our two dogs.

Cristina Livadary, CFP®, RLP®

About Cristina Livadary, CFP®, RLP®

Mana Financial Life Design is dedicated to helping clients achieve their biggest dreams, regardless of where they are in the journey.

Mana is a native Hawaiian concept of power unrelated to wealth. You have a chance to gain or lose mana in everything that you do.

Just like a personal trainer helps clients achieve physical fitness, we are accountability partners in becoming financially fit. With our process, clients can withstand anything. And best of all, we stand by their side the whole way – making sure they do.

We work one-on-one with clients on a regular basis. Clients can expect monthly virtual meetings. We use the latest tools and technology to keep clients on track and monitor their progress. Clients can customize their experience and adjust aspects of their planning based on milestones and scheduled reviews. Contact us here.

Kaleb Paddock, CFP®

About Kaleb Paddock, CFP®

Hi, I’m Kaleb Paddock. I’m the Founder of Ten Talents Financial Planning. I’m blessed to be regularly featured in CNBC, MONEY, and Business Insider personal finance articles.

I help couples retire on their terms and according to their values.

I work with clients in Parker, CO; Castle Rock, CO; Denver, CO and also virtually with clients across the country.

My clients are eyeing retirement decisions, often work at tech companies, or have experienced a sudden money event (inheritance, home sale, business sale, stock IPO, gift).

I love bringing confidence and clarity to your financial situation and I’m passionate about helping you take control of your financial future.

The name Ten Talents comes from a biblical parable found in the Book of Matthew. In the parable, a talent is a measure of precious metal. It has value.

Ultimately, the purpose of the story is to encourage good management of valuable resources. The talents are, according to the parable, gifts from Creator God. It’s our job to manage them wisely.

Tom Lo, CFP®, MBA

About Tom Lo, CFP®, MBA

My name is Tom Lo and I’m a fee-only financial planner in San Carlos, CA serving clients locally and throughout Silicon Valley. My firm, Vested Financial Planning, serves the financial planning and investment management needs of Gen X Silicon Valley tech professionals to enable them to make the most out of their employee equity (RSUs, ISOs, NQSOs, ESPP), buy a house, fund their children’s education, and achieve financial independence.

I understand the needs of tech professionals because I worked in Silicon Valley for 20 years at companies including eBay, Yahoo!, Intuit, and startups before making a career change into financial planning seven ago. I earned my CFP®, spent a few years at a boutique fee-only firm in San Jose, worked 2 ½ years at a leading wealth management firm in San Francisco, and then built my own firm to serve Silicon Valley tech professionals.

My dream is to help other Silicon Valley employees to make better choices for their future. From planning and maximizing employee equity to building comprehensive financial plans, I love being a part of the transformation that happens when you finally get a plan in place and start achieving your goals.

EXPERIENCE
•eBay
•Yahoo!
•Intuit
•Startups
•Aspiriant Wealth Manager

EDUCATION
•BA, Stanford University
•MBA, Darden School of Business, University of Virginia
•Certified Financial Planner™ professional

FUN FACTS
•Born and raised in a small town in Tennessee best known as the “Wind Tunnel Capital of the World”
•Lived and taught English to college students in China for two years
•Named the family cat “Brown Cat” because we let our four-year-old son pick the name.

YOU’LL OFTEN FIND ME
•Volunteering or coaching our two sons’ sports teams, which include soccer, baseball, basketball, and running.
•Hanging out with my wonderful wife and two boys.

GREAT FOOD IN SILICON VALLEY
•Rainbow Pizza in San Mateo
•Back A Yard Caribbean Grill in Menlo Park
•Sunny Bowl in Mountain View
•Cho’s in Los Altos

FAVORITE PODCASTS
•This American Life
•Freakonomics Radio
•Radiolab