

Alex Oberle

My Mission Statement
About Me
Early in my life, I developed a habit of working hard to accomplish my goals. Like most kids growing up, I had the dream of playing professional baseball. While I did not reach my dream, I was fortunate to earn a Division I baseball scholarship to attend South Dakota State University. Before going to South Dakota State, I worked part-time at In-N-Out Burger, attended school full-time at a local Junior College, and practiced baseball for 3-4 hours a day. Needless to say, this intense schedule helped me develop the traits needed to manage my business in today's fast-paced environment.
After completing my MBA in 2012, I joined Morgan Stanley's Menlo Park office. I've spent my entire career focused on helping successful Silicon Valley founders, executives, and entrepreneurs with their private wealth management needs. Most of the wealth in the valley is generated from equity compensation, and my focus is helping these clients strategize how to diversify and what structures or entities optimize their net earnings. My goal is to develop long-lasting, personal relationships with a select group of families and their kids, and help them implement effective investment strategies to navigate the capital markets, focus on tax-efficient investing, and advise them on all aspects of their financial life.
My team, Cornerstone Group Silicon Valley, consists of 4 advisors and 5 associates. We built a generational team with the focus on being able to help the parents, kids, and grandkids for many decades. What differentiates me and my team is our laser focus on the client experience, ensuring we're involved in every financial decision, and aligning our clients with the best resources within Morgan Stanley.
Awards:
• 2023-2025 Forbes' Best-In-State Wealth Advisors: High Net Worth
• 2022-2024 Forbes' Best-In-State Top Next-Gen Wealth Advisor
• 2022-2024 Forbes' America's Top Wealth Management High Net Worth (2024: #15 Nationally; #1 in California)
• 2024-2025 Barron's Top 250 Private Wealth Management Team
• 2023-2025 Forbes' Best-In-State Wealth Management Teams (#1 in Northern California)
2023-2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2022-2024 Forbes America's Top Next-Gen Wealth Advisors Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2024-2025 Barron's Top 250 Private Wealth Management Teams Source: barrons.com (Awarded May 2024-2025). Data compiled by Barron's based on 12-month time period concluding in Dec of year prior to the issuance of the award.
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
NMLS#: 1393565
CA Insurance License #: 0I22661
About PWM
• Manage investments with an unwavering focus on your financial strategy and personal goals
• Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
• Simplify financial complexity to help you achieve clarity and control
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $547 billion in AUM
- Comprising 34% of the Barron’s Top 100 Financial Advisors list for 2021
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
Location
Meet My Team
About Matthew Sheehan
Matt was recognized in Forbes Magazine (April 2023) as one of California’s Top Financial Advisors. The Cornerstone Group, the group which Matt helped form in 2020, was also named the #1 Best-In-State Private Wealth team in Northern California by Forbes Magazine (January 2025). Matt joined Morgan Stanley in 1999 and holds an Economics degree from Loyola Marymount University. Matt lives in Redwood City with his wife, Paula, and his kids, Natalie and Lucas.
2023-2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023, 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2022-2023 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2022-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/
CA Insurance License #: OED04590
About Daniel Gieseke
2017-2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (2017-2023. Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/
CA Insurance License #: 0536761
About Seth Novosel
About Dana Kern
About Kate Kircher
About Karina Diaz-Swanson
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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Awards Disclosures