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May 25, 2021 @ 9:30 am - 10:30 am PDT
FreeKeeping More of the Money You’ve Made Along the Way: A Wealth Management Panel
Wade Pitts began working in FinTech before moving into wealth management, where he is now a Managing Director of Fort Point Capital Partners. This has given him a deeper insight into how to approach personal financial success for entrepreneurs and startup founders. He has assembled a panel to discuss the ins and outs of wealth management that is geared specifically for this audience.
Join us for this Founders Network panel, and you’ll learn how to avoid the biggest mistakes founders make when it comes to:
- Taxes
- Insurance
- Estate Planning
- Asset Management
Most importantly, the panel will share how with the right team, you can keep more of the money you’ve made along the way. Learn more about the many upcoming events hosted by Founders Network and request an invitation.
Panelists:
Wade Pitts, CFP® is a managing director at Fort Point Capital Partners. He graduated with a Bachelor of Science (B.S.) from Cornell University. Early in his career, he worked as a software consultant and product manager with an advisor facing FinTech company. He later worked in two prominent U.S. brokerages as Vice President of Technical Sales and Business Development before joining one of his wealth management clients as an advisor.
Fort Point addresses the unique characteristics of each client’s balance sheet and risk exposures. Clients often have complex portfolios that may include substantially concentrated, restricted, or otherwise illiquid assets that require a specialized approach to financial planning and investment management. Wade’s clients are predominately in the technology sector.
Wade and his family recently moved to Salt Lake City, UT. While opening a new office there, he splits time between Salt Lake City and San Francisco. In his spare time, he trains and teaches Krav Maga, the Israeli Defense Force’s fighting system. He is an avid participant of Spartan Races and looks forward to skiing Utah’s world-class mountains, which are just 30 minutes away.
Greg Biagini is a partner in our San Francisco office. Greg specializes in providing tax consulting and compliance services to high net worth individuals and their closely held businesses. In particular, Greg has extensive experience with venture capital and real estate taxation at the fund and individual investor levels.
Greg has a broad range of individual clients, including entrepreneurs, venture capitalists, attorneys, corporate executives, doctors, farmers, real estate brokers, philanthropists, and families with multi-generational wealth.
“No two clients are exactly the same,” he explains. “Many of our clients are busy people with demanding careers and limited time. I give clients the personal attention needed to understand their objectives and to address the unique needs of each client. I want to minimize the time they need to think about complex tax issues so they can spend their time doing whatever is most important to them.”
Prior to beginning a public accounting career, Greg was a professional chef and co-owner of a catering company, where he learned the complexities of running a business. Outside of work, Greg enjoys cooking, camping, skiing and boarding on both snow and water, competitive cook offs (“Chopped” style) with his wife and exploring the city with his two daughters.
I live vicariously through my clients and it’s rewarding to see them succeed. Whether I’m creating a plan to cover their homes, cars and collectibles, or watching their business take off safely with the proper risk management, I enjoy seeing my clients thrive.
With more than 20 years in the industry, I understand the challenges individuals, privately held companies and nonprofit entities face when considering various types of coverage. I’m able to advise on the best insurance solutions as well as guide on mitigating potential losses.
I specialize in long-term relationships with my clients, which ensures their protection stays gap free, and my team is fluent in a wide range of insurance products and coverage options. I came to insurance after studying Business Administration Finance at the University of Texas at San Antonio and I am currently designated a Commercial Lines Coverage Specialist (CLCS).
When I’m not providing clients with the best insurance options, chances are you’ll find me volunteering within my community or spending quality time with my family and our eleven-year-old rescue pup, Remy.
Yulissa Zulaica is a partner in the law firm of Johnston, Kinney&ZulaicaLLP. Here state planning practice includes representing high net worth clients and clients with cross-border issues. She has also served as an expert witness in matters relating to international planning. In addition, Yulissa has extensive experience with probate and trust administration and litigation, and is often in court on contested and uncontested matters.
Yulissa is a frequent speaker on topics related to estate and probate matters, including wealth transfer strategies and tax planning. Yulissa is a Certified Specialist in Estate Planning, Trust and Probate Law.
Yulissa has worked on various publications for Continuing Education of the Bar(CEB). She is a member of the State Bar of California and the Trusts and Estates Section of the Bar Association of SanFrancisco. She has been selected as a Northern California Super Lawyers Rising Star from 2017-2021. She earned two B.A.s from the University of California, Berkeley and her J.D. and L.L.M. in Tax from Golden Gate University. Yulissa currently lives in the East Bay with her husband and two children. She is fluent in Spanish and English and speaks conversational Japanese and Basque.
Complimentary Ticket:
Are you a full-time tech founder? Be our guest! During COVID, we’re making our events available to tech founders everywhere. Enjoy a complimentary ticket to come learn from fellow tech founders, partners and investors. Already used your complimentary guest pass? Request an invite to see if you qualify for membership.
About Founders Network:
Founded in 2011, Founders Network offers lifelong peer mentorship to over 600 tech startup founders globally. Our platform, programs and high-touch service facilitate authentic experience sharing, warm introductions and long-term professional relationships. Additional benefits include over $500k in startup discounts and promotion to 2,000 newsletter readers. Members are located in San Francisco, New York City, Los Angeles, Vancouver, Toronto, London and other tech hubs. Each month our Membership Committee admits a new cohort of full-time tech founders who are nominated by an existing member. Learn more at https://foundersnetwork.com
Confidentiality Policy
All information shared within Founders Network is strictly confidential. We are built on a foundation of trust, and the community takes confidentiality seriously. Investors, members, and staff all share experiences and opinions off the record. In this roundtable forum, we continue to model our fnValues of Reciprocity, Humility, Authenticity and Inclusivity.
Testimonials
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David Plonsky
The number one advantage is the law of compound interest. The longer you stay in a very high-quality network the strong and more authentic relationships you build.
Chaitanya Vaidya
We know each other's business and we know each other's struggles. Having a personal relationship with other founders that is completely confidential and completely authentic gives you a lot of great advice.
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Becky Splitt
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Max Linares
There's a lot of great stuff going on even now in San Francisco. I've found Founders Network has been a great resource for me and for all of the founders I know during these tough times.
Jarie Bolander
It allowed me to meet people who had done this before that had the experience. I was able to explain an issue very briefly and they were able to give me a very detailed response on how they addressed it.
Terence Finn
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Jason Jacobsohn
