We are a team of financial architects with deep expertise in the tech sector and stock-based compensation. We empower our Silicon Valley clients to break through the daily financial noise and clarify their philosophy around money.
Our team understands the thrills and complexities of #TechLife unlike any other wealth management firm. As a “techie” you’re often one of the smartest people in the room, but now you have more options and opportunities than bandwidth to optimize everything.
At Nerd Nation, we believe more money does not equal more problems. In our world, more money can mean more options for meaningful change, more opportunities for impact, and more optimism around your family’s future. While the financial rules have changed, managing your finances doesn’t have to feel like a never-ending game you don’t have time to play.
Our team is your sounding board for your biggest money, life, and career decisions – whether that’s providing memorable experiences for your kids, maintaining career mobility, or looking forward to life after work instead of dreading the planning it takes to get there.
For once, you don’t have to know-it-all or do-it all.
Instead, you get to enjoy-it-all.
Our Value Proposition
We believe there are different tiers of value that financial advisory firms provide to their clients and that no two financial journeys are alike. Nerd Nation loves getting "into the weeds" to optimize the first level of value, and we’ve invested over 16 years in building credentials, experience, and expertise, but our greatest value-add is delivering the highest level of client discernment, and ultimately financial optimism.
Nerd Nation Financial helps clients define what matters most, clarify what they truly want to achieve and translate those all important priorities into an actionable plan.
Optimism
Long-term relationship that provides discernment, clarity, purpose and fulfillment
Expertise
Knowledge and ability to guide clients across a full spectrum of planning needs
Service
Products, tools and services implemented as part of each client's plan
Our Philosophy
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Planning is about achieving goals, not chasing returns or trying to beat the market. You deserve a plan that integrates all the facets of your financial picture and a team that creates synergy with your other planning professionals.
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You are best served by a dynamic, multi-disciplined, fiduciary team that provides advice based solely on your best interest and takes a highly coordinated approach to your goals. Planning is a collaborative process, not an isolated event.
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Complex planning should be simple, actionable, and forward-thinking.
An award-winning team
Rick Kalb has been recognized by Forbes as a best-in-state top financial security professional. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you! You can read the article here.
FORBES BEST-IN-STATE TOP FINANCIAL SECURITY PROFESSIONALS LIST (JULY 2023), RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH, LLC. BASED UPON DATA AS OF 12/31/2022. FORBES BEST-IN-STATE TOP FINANCIAL SECURITY PROFESSIONALS LIST (JULY 2022), BASED UPON DATA AS OF DECEMBER 31ST OF THE PRECEDING YEAR. RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH. NORTHWESTERN MUTUAL (NM) AND ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING OR RANKING LISTS. NM AND ITS ADVISORS DO, HOWEVER, PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING OR RANKING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.