If you're here, you're probably looking for answers to some important questions about designing your future.
 
  • Can I actually leave my career when I want to, or will I need to keep working?
  • How do I consolidate all these accounts and create a clear portfolio strategy for today’s markets?
  • What's the smartest approach to stock options, RSUs, and minimizing taxes?
  • How do I help my kids get established while building my own work-optional freedom?
  • How do I help make sure my spouse feels confident about our finances if something happens to me?


 

If that sounds like you, you're in the right place.


My Team and I Specialize in Helping Successful Bay Area Tech Executives
 

If you're looking for...

A local advisor who values building long-term relationships where trust goes both ways

A partnership based on clear communication, genuine listening, and explanations without financial jargon

Comprehensive guidance on wealth management, tax strategy, stock compensation, and multi-generational planning

An approach where you understand the "why" behind every recommendation, not just the "what"

Maheras Wealth Management might be a fit for you.

Let's start a conversation about your financial future.

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My Philosophy: Wealth Management Should Be Personal
 

I believe wealth management should be about more than numbers on a spreadsheet. While many advisors treat this as purely an investment challenge, I understand it's actually about creating the financial freedom you need to live life on your terms.

My team and I have a straightforward mission: to give you the clarity, confidence, and personal guidance you need to help protect what you've built and build work-optional freedom.

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Why I do This Work

I grew up watching my parents struggle financially - and it shaped how I approach planning today.

My goal is simple: help you make confident financial decisions so your money supports your life, not stresses it.

Let's Talk

 

Meet Your Team

Leo Maheras | Owner, CEO | Maheras Wealth Management CA

Leo Maheras CFP®, CIMA®, CRPC®

Founder |CEO| LPL Financial Advisor
lmaheras@maheraswealthmanagement.com

I'm a CERTIFIED FINANCIAL PLANNER® professional and founder of Maheras Wealth Management, Inc. I've also earned the Certified Investment Management Analyst (CIMA®) and Chartered Retirement Planning Counselor (CRPC®) designations.

After more than 20 years at Morgan Stanley, Merrill Lynch, and LPL Financial, I built Maheras Wealth Management to provide the personal attention, accessibility, and comprehensive guidance that my clients deserve.

Growing up, I watched my family experience what happens when you don't have proper financial planning in place. No life insurance, no trust structure, no long-term care plan. That experience drives everything I do. I'm committed to helping ensure my clients never face the vulnerability that comes from inadequate planning, especially during retirement.

I work primarily with Bay Area technology and biotechnology executives within 5-10 years of work-optional freedom. Many of my clients are first-generation immigrants who understand what it means to build something in America and want to protect it for their families. Our relationships are built on genuine partnership. Many of my clients have worked with me for 10-20+ years. My approach is straightforward: I take time to understand your specific situation, I'm accessible when you need me, and I proactively reach out during market volatility. I collaborate with your tax and estate professionals to help ensure your complete financial picture works together. 

I am a member of the American Hellenic Educational Progressive Association (AHEPA) and the Elios Charitable Society. I live in Belmont with my wife, Lisa, and our two daughters. We travel often to our home in Greece to visit family. I enjoy playing soccer and love to read.

BrokerCheck

CA Insurance Lic. # 0D09242

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Pallavi Gaikwad

Client Services & Operations

I support Leo by managing the day-to-day operational and administrative details that keep our practice running smoothly. This allows him to stay focused on what matters most: listening closely, understanding your goals, and being available when guidance is needed.

With more than 12 years of experience in the financial services industry, I provide accurate, timely, and detail-oriented support. I assist with service requests, account transfers, scheduling, document preparation, and other administrative processes that help ensure your experience is organized and efficient. My priority is to offer responsive, personalized service while maintaining the highest standards of professionalism and care.
 

Outside the office, I enjoy spending time with my family, taking walks, and staying involved in community volunteer work.

*Not registered with LPL Financial