East Bay, CA · Spring 2026

Let's Talk
Money & Taxes

A curious conversation. No agenda.

I'm Pete. I'm spending some time this spring listening and learning about how East Bay residents feel about money, taxes, and plans for the future.

No sales pitch. Just genuine curiosity and need finding — across generations, life stages, and financial situations.

Leave your info below and I'll be in touch. Or just say hi if you have something on your mind.

Stay in touch

Name

Phone optional

City / Neighborhood optional

What's top of mind? Pick as many as apply.

Personal Finance & Tax Planning

Getting started — budgeting, saving, first investments

Managing debt — credit cards, student loans, mortgages, etc.

Income taxes — filing, withholding, what I actually owe

Housing — rent vs. buy, down payment, property taxes

Social Security & Medicare planning

Wealth, Investment & Tax Optimization

Investments & capital gains

Estate planning, trusts & wealth transfer

Retirement income

Tax optimization

Charitable giving

Business Owners

Business entity structure — LLC, S-Corp, Partnership

Business tax planning & optimization

Equity compensation & ownership tax — QSBS, RSUs, options, etc.

Succession planning & exit strategy

Financial & Operational Leadership

Fractional or full-time leadership — finance, accounting, or operations

Workflow modernization & AI implementation

Financings & transactions

Building Something

I have an idea

I have risk capital

I have skills, experience & ambition

Civic & Policy

Gen Z & Millennial economic interests

Federal or state fiscal & tax policy

Nonprofit organizations

Advocacy organizations

Please share anything else, such as more about your interests and/or more detail on what's frustrated or worried you recently.

✦

Thanks for stopping by!

I look forward to being in touch.

Pete Dillon · peter.a.dillon@gmail.com
This is a personal curiosity project. Your info stays with me and won't be shared or sold.