Get to know the team

Grant Silverman, CFP®

Owner, Financial Planner

My family’s financial planning history began with my great grandmother, one of San Francisco’s first female money managers back in the early 1900’s. My grandmother followed, working as a stock broker in the...

Marshmallow

Chief Morale Officer | Head of Treats | Junior Pawfolio Manager

Marshmallow brings two years of dedicated field experience to the team. A results-driven professional, she treats every day as a strategic opportunity to grow, learn, and spread joy. Outside of the office she is a regular at the local...