Financial Advisors

As an Estate Planning Advisor, Conner guides high-net-worth clients in transferring wealth with tax efficiency. He excels in his collaborative role with the advisory team, ensuring clients’ [...]

Scott brings over nine years of experience as a financial advisor, specializing in designing and implementing financial strategies that align with clients’ ambitions and aspirations. His [...]

Luke has 21 years of wealth management experience working with high-net worth clients and institutions.   Prior to Empirical, he worked for a large institutional money management firm where he [...]

As a financial advisor with over 15 years of experience, Charles has a sincere passion for helping clients navigate the complexity of their financial lives. Embracing a thoughtful, comprehensive, [...]

As a Financial Advisor, Erich takes a hands-on approach to implementing clients’ financial goals and strategies with great thoughtfulness. With over 20 years of experience working with [...]

As a financial advisor, Scott enjoys being an integral part of a client’s financial journey. Prior to joining Empirical, he spent 18 years working with individual investors, 401k Plan Sponsors, [...]

Wenwen started her financial planning career about seven years ago after her retirement as a professional dancer. She finds helping people with holistic financial planning to be especially [...]

As a Financial Advisor, Alex applies his skill set to help individuals and their families execute on customized financial plans to meet their goals and objectives. He has been in the investment [...]

Alex partners with clients and their families to develop and execute comprehensive financial plans. Bringing nearly a decade of experience working in the SF Bay Area and Southern California, Alex [...]

From a young age Dustin had a passion for all things investment. He’s worked as a financial advisor for over 16 years and has been a practicing CFP® certificant since 2018. Dustin enjoys getting [...]

As a financial advisor, Chance has over 10 years of experience working with high-net-worth individuals and families. He enjoys partnering with his clients to identify and create a roadmap to [...]

A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Jessica has over 13 years of experience working with high and ultra-high net worth individuals and families in the areas of investments, [...]