Our team has worked in Silicon Valley for years, in Enterprise technology and in Financial technology. We helped many friends understand the ins and outs of saving for retirement, including the benefits of having your own individual, self-directed 401(k).

We were early employees of several successful startups, including Salesforce (NYSY: CRM), Box (NASDAQ: BOX) and Tradeshift, a procurement and supply-chain financing company valued at over $2.5 billion.  They have also advised Fintech Portfolio, an organization that invests in and provides training for Financial Technology startups, and the NASDAQ Entrepreneureal Center.