Where Finance Converges with AI

Why San Francisco Matters to My Work

For more than 30 years, I‘ve called San Francisco home. This city has been the backdrop to my career in financial services and now to my venture, RIA AI Compliance Solutions. San Francisco isn’t just where I live - it’s where technology, finance, and innovation converge in ways unlike anywhere else.

Living and working here has shaped my perspective on how AI can transform compliance. Pairing my decades of industry experience with San Francisco’s spirit of innovation, I help RIAs launch faster, stay compliant, and scale smarter.

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