Coherent Financial Advisers

At Coherent, we take pride in the care and expertise we deliver to your financial life. We provide comprehensive financial planning, investment management, and employer benefits planning guidance. Our team is dedicated to helping you achieve your unique financial goals, with a focus on creating a harmonious and integrated financial plan.

Our Services

We offer a range of services designed to meet your specific needs. Our financial planning services are tailored to ensure that your financial goals are aligned with your values. Our investment management services provide a full spectrum of portfolio management options, from discretionary to non-discretionary services. Additionally, we offer guidance on employer benefits, including 401k/403b, stock options, RSUs, ESPP, and NQDC.

Why Coherent?

We are committed to maintaining an ethical and efficient environment where qualified advisers are empowered to do what's best for the client. Our independence allows us to answer only to you, ensuring that our interests are aligned with yours. We adhere to the higher "fiduciary" standard, which means we act solely in your best interests.

Our Mission

Our mission is to provide comprehensive financial planning, investment management, and employer benefits planning guidance that is tailored to meet your unique financial goals. We strive to maintain an environment of trust, transparency, and integrity, empowering you to make informed decisions about your financial future.

About Our Team

Our team consists of experienced professionals who are dedicated to helping you achieve your financial objectives. Our founders, Thomas J. Pietrack and Sargon Y. Zia, are both certified financial planners and chartered financial analysts. They have a deep understanding of the financial markets and a passion for helping individuals and families secure their financial futures.