You Can See Clearly Now

Watch “Our Values” Video

Our Story

Serving the Tech community
is core to who we are

See More Videos

Watch "Our Story" Video

Coming Soon

Introducing David Lenser

I'm here to help you see clearly in every area of your financial life...from helping you define and set your goals to implementing innovative, values-driven strategies. Whether you're just starting your tech career, at mid-stage or near retirement, lets plan a conversation to share ideas about your future.

Start your path to clarity. Schedule an intro call with David.

Schedule Call

Our Expertise

Our range of services is comprehensive


Learn More


Learn More


Learn More


Learn More

Access our video library of sound financial tips

Visit Education Center


Industry News

October 12, 2020

Is Your Parents’ Attitude To Money Limiting Your Success?

Think back to when you were young and having discussions with your family around the dinner table. Think about when you were in a store and wanted to buy something.[[ Read More]]

October 9, 2020

Women and Credit: Why Your Credit Matters

Most young women can't imagine applying for a credit card or loan and being denied because of their gender. But access to capital is a relatively modern right for women. [[Read More]]

October 7, 2020

Gifts vs. Loans: Don’t Be Generous to a Fault

What most of you would think of as a “loan to a family member” the IRS may consider a “gift” instead. And that can be a very expensive difference of opinion.[[Read More]]

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
PHLX Semiconductor Index 1,354.81 -0.47%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.