About Me

Why I joined WIC

Passive Investment enables us to have freedom to pursue our passion. Signing up to join Jason's talk

Ways to contribute to the community

  • Knowledge on an industry
  • Knowledge on a stock/company

Experienced Investment Areas

  • Stocks
  • ETFs
  • Bonds
  • Retirement plans / 401K
  • Residential real estate
  • Tax saving strategies
  • Estate planning
  • Crypto currencies
  • Impact investment
  • Commodities
  • Lifestyle & Wellness
  • Investment Strategies
  • Mindset
  • Financial Planning

Industry Knowledge

  • Big Tech
  • Cyber Security
  • Software/SaaS

Investment Objectives

Based In

San Francisco, California, United States

Professional Background

None

Years of Investment Experience

7+ years

Top investment objectives

  • Cash flow generation
  • Tax optimization

Typical investing time

  • 5-10 years

Investment Experience

Successful investment experience

None

Failed investment experience

None

Other things about myself

None

What I can do on WIC

  1. Check out WIC Directory and connect with other members
  2. Post a new opportunity