Bob is a financial advisor and CFA® with a Harvard doctorate in moral psychology. He’s committed to climate action, gender equity, racial justice, and, in a mundane and joyful way, life as a doting grandparent.

As a planner, he delights in leading individuals and families to live meaningful and fulfilling lives.

Grant is a CERTIFIED FINANCIAL PLANNER™. He’s committed to building a brighter future for generations to come, especially his two daughters.

He enjoys guiding people through the journey of discovering what they are passionate about and how to align their investments to match. 

As a planner, he aims to challenge people to think about what they really want out of life and help them find their purpose.

Tara is a CERTIFIED FINANCIAL PLANNER™ and life coach. 

Her mission in life is to help others make positive changes in their lives so that they can “BE” who they are meant to be and live a life they love.

After 15 years on Wall Street, Igor built Eureka Wealth Management to help people find success in their overall financial lives.

His team focuses on three specific goals for each of our clients. 1) To provide truly personalized portfolios that reflect our client’s values and ideas. 2) To aim for above-average returns on investments. 3) To provide guidance in all aspects of financial planning, to achieve their life goals and prepare for the unexpected.

His wife and he are raising two wonderful daughters. In what spare time he has, he loves to travel, get outdoors, and take in a live sporting event. He also has a passion for chess, photography and is a collector.

Ella became a CERTIFIED FINANCIAL PLANNER™ to help people find solutions for their financial needs. 

Since she is most passionate about equality for women and the LGBTQ community, she realized that she needed additional skills to make financial planning meet their specific needs. So, she became a Certified Professional Co-Active Coach (CPCC) which allows her and her clients to go deeper to explore and clarify their individual values and goals. 

She loves being outdoors, hiking, canoeing, taking long walks and exploring Oakland and San Francisco, among others. Also, spending time with friends and family, especially over a good bite to eat and drink.

Frank is a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™. Frank’s professional interest is the pursuit of the intersection between an academically sound portfolio, investments that are screened for their effect on the world around us, and the personal needs and goals of each of his clients.

The outcome works best when all the aspects are aligned – which requires an ongoing effort to build, monitor and update the portfolios and financial plans.

In his spare time,  he enjoys spending time with his family, competing in triathlons, and exploring the outdoors.