As Paraplanner, Declan gets to know clients and helps craft their individualized financial plans, handles daily trading operations and portfolio analysis while he works towards completing his Certified Financial Planner designation. A champion of the environment, he's motivated to make socially conscious investing accessible. When the office moved to Mill Valley, he achieved Assembly's goal to run our office on 100% renewable energy. 

Declan is driven by his passion to help ease clients’ financial stress. He loves helping clients free up time and energy to focus on doing the things they love. He gains satisfaction by making an impact, whether it be on the community through our events, or the financial wellbeing of our clients. Count on Declan to bring thoughtful analysis and principled investing guidance to help you meet your financial goals.

From skateboarding the San Francisco hills, snowboarding Lake Tahoe forests to surfing Santa Cruz waves, the outdoors fuels Declan’s creativity. He stays open-minded through vast travel, exploring diverse cultures and belief systems. Collecting and bringing skateboarding donations to Cuba has been a very meaningful experience for Declan, making lasting relationships and helping others.

Declan graduated from Brandeis University with a B.A. in Business and a Minor in Environmental Studies. He continues to research the opportunities and methods relating to sustainable investments. 

Ask him about: Ultimate Frisbee!