Biotech Executives

Over the past 15 years, we have concentrated our practice to predominantly serve corporate executives in San Diego’s life sciences industry. We assist those in emerging biotechnology, medical device, and pharmaceutical firms and their executives in making financial decisions.

Because of our in-depth understanding of this industry, we’ve learned you need much more than basic investment management advice. We advise highly compensated employees with equity ownership, concentrated or restricted stock, deferred compensation, 10b5-1 strategies and more.

The biotechnology field has a very complex set of employee benefits. Various stock options, 401k plans and different types of incentive programs exist within an ever-changing field, full of mergers, acquisitions, pending drug testing, and innovation.

We’ve learned that, in this field, you can benefit from a personalized, long-term relationship with an advisor who knows the ins and outs of your unique career path, and how to shape and guide your financial future accordingly.