Senior Associate at Catalyst Private Wealth - San Francisco City and County, California, United States
Catalyst Private Wealth is a wealth management and advisory firm for innovators and leaders in technology. We're a boutique team of experts who combine our varying specialties to build a holistic wealth plan and a unique client experience that evolves alongside our clients' lives. Our hands on approach provides clients confidence that their personal finances are in order while giving them the flexibility to build, disrupt, and develop their respective ecosystems whether it's venture, startup, or tech world.Investment advisory services offered through Mutual Advisors, LLC DBA Catalyst Private Wealth, a SEC registered investment adviser.