Published: Advantage Media Group - March 20th, 2017
Trevor Strudley, MSc, MBA, CRPC®, CFP®, has three decades' experience with technology, covering the spectrum of information technology, biotech, and clean-tech. He spent two decades launching new technology products and companies, internationally and domestically, from small startups to large multinational corporations. After the excitement of pre-IPOs, IPOs, and private-equity investing, he became a partner in his wife's private wealth-management practice, focused on making work optional for Silicon Valley technology executives and their families.
Heather Stiles, CRPC®, works closely with successful families and women executives, especially those preparing for or enjoying retirement. Additionally, she leads institutional investing for nonprofits, foundations, and endowments. In 2011, Heather became one of the first Chartered Retirement Planning Counselors℠ in the Santa Cruz/Monterey Bay area. Heather Stiles and Trevor Strudley have proudly affiliated with Raymond James Financial Services since 1992.