[First name]’s team
Kyra Luu
Tanya Bustillos
I am passionate about delivering a disciplined, active macroeconomic quantitative approach to help guide clients in reaching their financial goals.
Meet with [First name]Featured in:
+ more
How can I help?
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation, along with current economic data, to help optimize your portfolio's risk and return.
MANAGING YOUR RISK
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
Published Content
[First name]’s published work
[First name] resources
Get to know [First name]
[Full description]
Connect with [First name]:
How did you become a financial advisor?
<p>Following my Ph.D. in Economics from Georgetown, I’ve traversed the financial landscape in different areas. I’ve been a Professor of Finance (University of Nevada), a community bank CEO (Comstock Bancorp), a Director of the Federal Home Loan Bank of San Francisco, where I served as its Chair in 2004, and more. In 2006, I founded an investment advisory firm alongside my son, Joshua Barone, which continued my passion for providing financial guidance.</p>
What types of clients do you work with?
<p>I have the privilege of working with clients from all walks of life, guiding them through various stages of their financial journey. Over the years, I’ve helped many gain clarity and confidence in navigating the complex world of economic analysis and market trends.</p>
What areas of expertise do you have?
<p>I specialize in financial planning and investment management, informed by my deep understanding of macroeconomic trends. I utilize macroeconomic analysis to shift asset allocation between asset classes. I use quantitative techniques to help find the most reasonable value in those sectors.</p>
What kinds of strategies do you help clients with?
<p>A significant portion of my client assistance revolves around tax optimization. This encompasses a wide range, from designing retirement income plans and optimizing asset placement to translating their objectives into innovative solutions that best serve their financial interests in the end.</p>
What is your favorite part of working with clients?
<p>I firmly believe that my clients' interests are always paramount—even before our own. Meeting their interests is my favorite part of working with them.</p>
What is it like partnering with Savvy?
<p>Savvy provides cutting-edge technology and allows advisors to act in the best interests of their clients.</p>
Connect with [First name]
[Disclaimer]