Who We Are

  •  Adam J. Gould
    Wealth & Investment Advisor

    Adam has been helping high net worth individuals manage their financial lives since he started with Lehman Brothers in 2006.  He is a graduate of the University of California, San Diego, a Certified Financial Planner (CFP®), and licensed to provide investment advisory services in the State of California.

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  • Richard H. Lehman is Options Advisor

    Rick advises on the use of options in equity portfolios for hedging, risk protection, income enhancement, leverage, or tax strategies.   He also an Instructor of Options and Behavioral Finance at UC Berkeley Extension and an author of three books. His financial career spans more than thirty-five years. 

  • Steven Gilman is Income Investments Advisor

    Steven seeks sustainable value in income investments.  His expertise is in debt issues, closed-end funds, preferred stock, and convertible stocks/bonds. Steven has run his own portfolio management firm for 20 years and is a professor at California College of the Arts where he teaches the capital markets course for the Design Strategy MBA.

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