Employees

As an Associate Financial Advisor, Eric collaborates with the team and clients to build financial plans and provide investment solutions based on clients’ specific goals and needs. He [...]

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 [...]

As an Associate Financial Advisor, Allie collaborates with the team and our clients to build financial plans and provide investment solutions based on clients’ specific goals and needs. [...]

As an Associate Financial Advisor with Empirical Wealth Management, Paige works closely with Financial Advisors to assist clients in achieving their short and long-term financial goals. She [...]

As an Operations Specialist, Bob has over 12 years of financial investment experience. He supports financial advisors with client onboarding and various internal functions. Bob strives to provide [...]

As an Associate Portfolio Manager, Robby works closely with the advisory and tax teams to create and manage customized portfolio solutions for clients in accordance with their financial goals. He [...]

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 [...]

As an Associate Portfolio Manager, Isaiah helps create and manage client portfolios for Empirical. Isaiah joined Empirical in 2022. Prior to joining Empirical, Isaiah worked in the alternative [...]

With over 25 years of financial services industry experience, Scott is dedicated to helping clients achieve their financial goals. He supports Financial Advisors by facilitating the client [...]

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 an Associate Financial Advisor with Empirical Wealth Management, Sam works closely with Financial Advisors to assist clients in achieving their short and long-term financial goals.  He enjoys [...]