Pete Dillon, CPA, MBA, MS — East Bay, California

What's on your
mind?

A curious conversation. No agenda.

East Bay Money is a listening project. I'm genuinely curious about what's going on for people here — financially and otherwise — and I don't know yet what I'll hear. That's the point.

Fill out what applies below and I'll be in touch.

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.

✦

Thanks for stopping by!

I look forward to being in touch.

Pete Dillon, CPA, MBA, MS · [email protected] · LinkedIn

East Bay Money is a listening project. Your information stays with me and won't be shared or sold.

What's on yourmind?

Thanks for stopping by!

What's on your
mind?