About
Noah
Noah's professional experience spans product management, payments, and banking technology. He pairs that background with a long-standing personal interest in financial planning, grounded in the belief that financial decisions shape nearly every other part of a person's life. He supports high-net-worth individuals and families throughout the Bay Area, with a focus on comprehensive financial planning: retirement and cash flow modeling, equity compensation, and investment portfolio construction.
Before joining Focus, Noah spent six years building financial products at Visa, Silicon Valley Bank, and JPMorgan Chase. That work centered on translating complex financial topics into decisions people could actually act on, and gave him a close view of how technology companies structure compensation, equity, and liquidity—the same questions many of his clients are working through today. He moved into wealth management to do that work directly, with people rather than through a product. He especially enjoys the teaching side of it: helping clients understand not only what a plan recommends, but why.
Outside the office, Noah enjoys science fiction novels, video games, exploring the Bay Trail, and working on his golf game.
Education and Professional Milestones
-University of California, Santa Cruz - bachelor’s degree in technology and information management with a minor in computer science
-Holds a Series 65 license
Noah's professional experience spans product management, payments, and banking technology. He pairs that background with a long-standing personal interest in financial planning, grounded in the belief that financial decisions shape nearly every other part of a person's life. He supports high-net-worth individuals and families throughout the Bay Area, with a focus on comprehensive financial planning: retirement and cash flow modeling, equity compensation, and investment portfolio construction.
Before joining Focus, Noah spent six years building financial products at Visa, Silicon Valley Bank, and JPMorgan Chase. That work centered on translating complex financial topics into decisions people could actually act on, and gave him a close view of how technology companies structure compensation, equity, and liquidity—the same questions many of his clients are working through today. He moved into wealth management to do that work directly, with people rather than through a product. He especially enjoys the teaching side of it: helping clients understand not only what a plan recommends, but why.
Outside the office, Noah enjoys science fiction novels, video games, exploring the Bay Trail, and working on his golf game.
Education and Professional Milestones
-University of California, Santa Cruz - bachelor’s degree in technology and information management with a minor in computer science
-Holds a Series 65 license