What to discuss

Financial planning, tax efficiency and private-market experience for a broader wealth conversation. Fincadia’s private-equity page identifies him as part of its management team.

Confirm offering-specific crowdfunding help directly. Official sources reviewed describe wealth planning and private markets; they do not establish a Regulation Crowdfunding campaign track record.

Prepare for the conversation

  • Share your company’s location, stage, funding goal and intended timing.
  • Ask which services this person or firm provides and who would handle your work.
  • Request relevant experience, a written scope, fees and potential conflicts.
  • Confirm any required professional registrations and which legal entity you would engage.
Read the specialist hiring guide ↗

Official profile & sources

Name, current title, business email/phone and biography ↗Private-market scope and named management team ↗Wealth-management services ↗

Information checked 2026-09-23. Portrait from the linked official or professional source. Listing and imagery identify the person; they do not imply endorsement or an agreed engagement.