Our Team
Zulfe Ali
Zulfe is focused on bringing his experience and skills to help individuals, family offices and businesses to invest wisely, implement sound financial strategies, and protect their assets.
Zulfe has always immersed himself into the global financial markets. He began his career in the early 1990s, just prior to the “dot-com” boom at a boutique investment bank in San Francisco called Montgomery Securities. That firm was eventually acquired by Bank of America where Zulfe continued to work with investors in growth equities. He then joined JPMorgan’s acquisition finance team working both in New York and London to support private equity and corporate clients. After that, he went on an adventure to the Middle East and worked at a sovereign wealth fund as Chief Investment Officer with a mandate to diversify the existing investment portfolio through a global asset allocation strategy. Following that role, Zulfe joined a London based venture capital firm and helped to expand its presence in the US and launched its first US based fund out of Washington, DC.
Zulfe has an BA in Mathematics from Carleton College and an MBA from Cornell University.
Ryan Haley
Ryan uses his business experience, financial acumen and integrity to help his clients achieve their financial goals, ultimately so they can live purposeful and fulfilling lives.
Ryan provides holistic and comprehensive financial planning and integrated financial strategy. Ryan is licensed as an Investment Advisor Representative, as well as a Life & Health Insurance Independent Agent. While he works with a variety of clients, Ryan’s strategy and planning expertise is uniquely valuable in situations that require high levels of complexity and sophistication addressing the needs of Accredited Investors, high-net-worth individuals, business owners, real estate investors, and those investors interested in employing customized strategies and alternative assets in their portfolio.
Ryan holds an MBA in Financial Management from the Naval Postgraduate School, Graduate Certificate in Financial Planning from Golden Gate University, and Postgraduate Business Certificate from Georgetown University, as well as an Undergraduate degree from the University of San Diego. Ryan is a former Naval Officer and helicopter pilot, who served as a combat veteran in Afghanistan. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP BOARD ID#: 475619).
Ravi Dhaddey
Ravi is passionate about applying his tax expertise to help individuals, family offices and businesses to proactively mitigate tax, protect wealth, and implement generational asset transfers.
Ravi’s career started at the Big Four accounting firms. First, he worked in the M&A and Corporate Tax department of PriceWaterhouseCoopers where he advised clients on their internal tax controls and reviewed federal and state tax returns for corporations, limited liability companies, partnerships and individuals. He then joined Deloitte in the Private Equity M&A department where he performed tax due diligence, tax structuring, and advised clients on dispositions, LBOs, management buyouts, recapitalizations, IPOs, and executive compensation issues. After that, Ravi launched his private practice, GoldPoint Law Group, out of the Bay Area where he has been been providing tax and legal services relating to tax mitigation, business formation, capital structuring, estate planning and M&A.
Ravi has a BS in Biochemistry from University of California, a Juris Doctrine from University of San Diego followed by a Master of Laws in Taxation from Georgetown University Law Center..