Hi, I'm Pete.

I started in science, where you learn to begin with impartial observation before you jump to answers. I carried that habit into finance — as a CPA and a finance and operations leader — and it still shapes how I work: understand the real problem first, then build a practical path through it.

I live in the East Bay, and East Bay Money is how I give some of that experience back to the place I call home. You can see my full background on LinkedIn.

Three honest reasons:

• To give back. Clear, trustworthy financial help is expensive and uneven. I'd like a little more of it to reach neighbors and local owners who'd benefit most.
• To stay sharp. Real problems, across many situations, keep my judgment honed in a way no course can.
• To build something I'm proud of. I'd like East Bay Money to be known for exactly this — generous, straight, high-quality help.

Like a design process: discover, define, develop, deliver. First I listen and get the situation straight; then we name the real question; then we shape options; then you leave with a clear next step you can actually act on.

I'll be plain-spoken about what I think — and equally plain about the edges of what I can do. If something needs a specialist or a different kind of help, I'll tell you and point you there. The whole thing is free, confidential, and built to respect your time.

Want to talk something through? Let's.

Tell me what's on your mind and I'll follow up to set up a free, confidential session.