Adam Gensler, Colleague

Adam has served as a trusted advisor for affluent clientele for the past 15 years. Earlier in his career, Adam was a manager at Frank, Rimerman & Co. LLP where he advised venture capitalists, corporate executives, founders, board members, and hedge fund managers on a wide range of personal tax and financial matters. In addition to working for himself, Adam spent several years as a manager in Arthur Andersen LLP's private client service group, providing comprehensive family wealth planning services to pre- and post-public offering/acquisition company founders, owner-operator family businesses and high net worth family groups.

He is a CERTIFIED FINANCIAL PLANNER^TM professional and California certified public accountant who received his B.A., with distinction, in 1993 from Cornell University.