Wealth Planning – Osborne Partners

Daniel Haut, CFA, CFP®, CIMA®

Osborne Partners — Thu, 04 May 2023 06:33:55 +0000

Daniel is a Wealth Counselor and Principal for Osborne Partners with over 20 years of experience in the financial services industry. Prior to joining Osborne Partners in 2013, he spent 10 years as a Financial Advisor within Merrill Lynch’s Global Private Client Group providing guidance to both affluent families and institutions such as pension plans and foundations. Dan earned his Bachelor of Arts degree in Political Science from the University of California, Davis. He is a CFA Charterholder, CERTIFIED FINANCIAL PLANNER practitioner and a CIMA® designee.

Tom Piro, CFP®, Enrolled Agent

Osborne — Thu, 04 May 2023 06:35:38 +0000

Tom is a Wealth Counselor for Osborne Partners with over 15 years of experience in the financial services industry. Tom built his career working with complex clients at a regional wealth management firm and through management consulting roles at PricewaterhouseCoopers and Lattice Engines. He brings a broad skill set and passion for financial planning and investment management to our clients. Tom is an Enrolled Agent (EA), a tax professional who has passed a three-part IRS test covering all aspects of taxation. The EA is the premier tax accreditation recognized by the IRS. Tom earned his BS in Business Administration, Summa Cum Laude from Saint Mary’s College. Additionally, he is a CERTIFIED FINANCIAL PLANNER practitioner.

Aaron Szager, CFP®

Osborne — Thu, 04 May 2023 06:40:45 +0000

Aaron is a Wealth Counselor for Osborne Partners with over 25 years of experience in the financial services industry. Aaron was previously the Group Manager overseeing a team of financial planners at a regional wealth management firm. Additionally, he was a senior financial advisor working with a broad spectrum of clients managing everything from their financial plan to asset allocation to stock concentrations. He brings a true passion for financial planning and deep experience helping clients solve complex financial issues. Aaron earned his BS in Business Management, Finance at Salisbury University – Perdue School of Business. Additionally, he is a CERTIFIED FINANCIAL PLANNER practitioner.

Alexandra Sandberg, CFP®, ChFC®, ECA

Osborne — Mon, 29 Apr 2024 11:58:17 +0000

Alexandra is a Wealth Counselor for Osborne Partners with over 15 years of experience in the financial services industry. Alexandra started her career as an analyst for the global investment firm Kohlberg Kravis Roberts (KKR). More recently, she joined Osborne Partners from a Bay Area independent RIA firm. As a highly skilled CFP^® Practitioner, she has spent the majority of her career working with executives and families to align their personal finances and investments with priorities around cash flow, wealth transfer, philanthropy, and income tax and estate tax considerations. Alexandra earned her Bachelor of Arts degree in Economics from the University of California, Davis.

Melissa Jones, CFA, CPWA®

Osborne — Fri, 27 Mar 2026 00:24:08 +0000

Melissa is a Wealth Counselor for Osborne Partners with nearly 20 years of experience in the financial services industry. Melissa was previously in the financial advisory division at ICONIQ, advising ultra-high net worth ($50 million+) families on investments and estate planning. She started her career as an institutional research analyst and later was a portfolio analyst for national investment management firms. She then used her investment acumen and financial planning experience on the financial advisory side, helping to build and manage complex strategies for substantial families. She is extremely passionate about implementing creative and customized solutions for all types of clients.

Melissa earned dual bachelor’s degrees (in Business and English) at the University of California, Berkeley. Additionally, she is both a CFA Charterholder and a Certified Private Wealth Advisor (CPWA).

Zac Riera, CFP®

Osborne Partners — Mon, 02 Mar 2026 17:27:44 +0000

Zac is a Wealth Counselor for Osborne Partners with over 10 years of experience in the financial services industry. Zac was previously a financial advisor at a regional wealth management firm where he worked with a wide range of clients managing their customized financial plans, investment portfolios, and stock concentrations. His true passion is using his analytical skills to help people succeed financially. Zac earned his BS in Economics from the University of Colorado at Boulder. Additionally, he is a CERTIFIED FINANCIAL PLANNER practitioner.

Seema Rajoura

Osborne — Fri, 30 Aug 2024 05:01:17 +0000

With a lengthy career in financial services, Seema is an independent consultant for Osborne Partners. Seema introduces hand-selected, successful individuals with complex wealth planning and investment management needs to Osborne Partners. She matches these busy executives, professionals, and entrepreneurs with our teams of deeply experienced and knowledgeable CFAs and CFPs to “solve their wealth”. Seema earned a masters degree in economics from Chaudhary Charan Singh University.