The San Francisco Wealth Management Group

As the leader of our team, Fabian John is responsible for orchestrating our efforts to provide highly customized and comprehensive wealth management services to some of Silicon Valley's most innovative executives, engineers, and creators. Fabian's goal is to help each client implement a fully integrated, holistic approach that includes investment strategy, lending solutions, and comprehensive financial and estate planning.

With 20+ years of experience in wealth management, Fabian is a trusted advisor to his clients. His commitment to delivering exceptional service has earned him recognition as one of Forbes' Best-In-State Wealth Advisors for California (2021-2024).

In addition to his experience, Fabian brings a wealth of advanced certifications to his practice. He holds a Certified Investment Management Analyst^® (CIMA^®) credential, one of the most respected titles in the industry, which he earned from the prestigious Wharton School at the University of Pennsylvania. He is also a Family Wealth Director, a designation earned by fewer than 4% of all Morgan Stanley advisors. And, as an Alternative Investments Director, he has access to Morgan Stanley's world-class platform focused on non-traditional stocks and bonds.

Fabian earned a B.S. in economics from St. Mary's College of California, where he attended on a football scholarship and started as defensive back for all four years. Born in London and raised in the Bay Area, Fabian now resides in San Francisco with his wife and daughter. In his free time, he enjoys sports, exercise, and discovering old-world wines.

Overall, Fabian is a dedicated and experienced professional who is committed to helping his clients achieve their financial goals through a comprehensive and integrated approach to wealth management. His expertise, combined with his advanced certifications and commitment to exceptional service, make him a trusted advisor and a valuable asset to our team.

*2021 - 2024 Forbes Best-In- State Wealth Advisors

Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/21 - 3/31/24. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com. ©2023 Morgan Stanley Smith Barney LLC. Member SIPC.

Timothy Fiacco is a seasoned financial professional with almost 30 years of industry experience. He is dedicated to developing deep and trusting relationships with his clients and provides them with the personalized attention of an elite investment boutique while leveraging Morgan Stanley's global resources to assist them in every aspect of their financial lives.

Timothy began his career as an Arthur Anderson Auditor and later gained experience in corporate accounting and finance. In 2005, he joined UBS Financial Services, where he started his wealth management career. After the financial crisis and Merrill Lynch's merger with Bank of America, he was recruited by Merrill Lynch in 2009 and subsequently joined Morgan Stanley in 2016. Along the way, Timothy earned designations as a CERTIFIED FINANCIAL PLANNER™ (CFP^®) and a Morgan Stanley Senior Portfolio Management Director.

Timothy's extensive experience informs his approach to developing and implementing customized strategies to help his clients pursue complex goals. He collaborates with his clients' tax and legal advisors and incorporates tax minimization and estate planning recommendations into comprehensive planning strategies that include investments, cash flow, debt management and lending strategies, insurance, and education.

Timothy holds a bachelor of science degree in accounting from Bentley University and is a past board member of Financial Executives International, an organization of corporate financial professionals. He resides in San Francisco's Pacific Heights District, where he enjoys playing basketball, scuba diving, and international travel. In his free time, he also likes spending time at his home in Lake Tahoe with friends and family.

Sean began his career in financial services in 2004 and joined Morgan Stanley in 2011.

He is committed to delivering an exceptional client experience rooted in trust and communication and backed by Morgan Stanley’s global insight and vast resources.

Sean’s almost 20 years as a Private Banker has given him a deep understanding of serving clients with complex financial needs, specifically leaders in the technology industry and entrepreneurs. After many successful years in Private Banking, Sean decided to pursue his own entrepreneurial ambitions and follow his passion for building meaningful, long term client relationships. This led him to join The San Francisco Wealth Management Group to grow his practice. Prior to joining Morgan Stanley, Sean held Private Banker roles at both Wells Fargo Advisors and Bank of America.

As a Financial Planning Specialist, Sean believes that planning is the cornerstone for guiding clients towards their best possible financial outcomes and turning their goals into reality. His approach is straightforward: to help clients grasp the driving forces and meaning behind their wealth and investments and to provide actionable advice in plain, understandable language, steering clear of financial jargon. Taking a collaborative approach to wealth management, Sean ensures that his clients recognize they have access to a team of seasoned professionals who can help in crafting solutions for any financial concern that may arise, including trust and estate attorneys, philanthropic specialists, lending experts, and more.

Sean holds a B.A. from Montclair State University, where he was a proud member of the Wrestling team. He resides in San Francisco with his partner Maggie and their dog Gio. Outside of the office, he enjoys running, cycling, and in the winter, skiing and snowboarding as much as possible. An avid reader, he sets a goal to read 40 books per year, mostly on the subjects of history, technology, economics, geopolitics, and biographies. Sean has completed 3 marathons among other races and is looking forward to more in the future.

Eszter Tamas is a skilled and experienced professional in banking, investments, and wealth management. With more than 15 years of experience in the field, she contributes to an exceptional service experience for her team's clients and is a highly skilled and motivated professional who is committed to helping clients achieve their financial goals and building lasting relationships based on trust and transparency.

In her role, Eszter is responsible for various tasks, including account setup, cash management, and facilitating transactions. She is particularly adept at leveraging Morgan Stanley's suite of online tools and is Series 7 and Series 66 licensed. Eszter additionally performs assistance in onboarding new clients, daily operational and administrative duties, and contributes to developing and carrying out the team's marketing strategy and event planning.

Eszter's educational background includes a B.A. in child and adolescent psychology from the University of Minnesota, as well as a degree in journalism. Originally from Hungary, she now resides in Plymouth, Minnesota, with her husband, three children, and two beloved chocolate Labradors.

Eszter's expertise and attention to detail ensure that clients receive top-notch service and that their needs are met efficiently and effectively. Her ability to leverage technology and her deep understanding of the financial markets are particularly valuable assets in the rapidly evolving world of wealth management.

Overall, Eszter is a dedicated and skilled professional who is committed to providing her clients with exceptional service and helping them achieve their financial goals.

Stefan is a dynamic and driven professional, known for his exceptional client service skills and, through collaboration with the team, the ability to identify unique investment opportunities. Stefan attended the University of California, Berkeley, where he attended on a soccer scholarship and received his bachelor’s in science in Environmental Economics and Policy.

As a dedicated team member, Stefan is committed to providing top-notch services to the teams clients. He is skilled at resolving inquiries, ensuring all documents are up to date and that clients' needs are met in the most efficient manner possible. Additionally, Stefan collaborates with the team to cultivate relationships with clients by bridging the clients needs and company resources to determine investment objectives, risk tolerance, suitability, and philanthropic interest to build an in-depth financial strategy and adequately allocate the total portfolio.

Stefan, along with his team, is also adept at identifying new business opportunities and capitalizing on the firm's products and new initiatives, such as Alternative Investments and Concentrated Stock Plans. Overall, Stefan is a highly skilled and motivated professional who is committed to helping clients achieve their financial goals and building lasting relationships based on trust and transparency.

Stefan currently resides in San Francisco and enjoys playing sports, exercising, staying up to date on current economic trends, and is an avid animal lover.

Sora is a highly skilled and experienced professional in banking, investments, and wealth management, with over 25 years of industry experience. She is dedicated to providing exceptional service to her team's clients and is committed to helping them achieve their financial goals while fostering lasting relationships built on trust and transparency.

In her role, Sora handles various responsibilities such as account setup, cash management, and facilitating transactions, utilizing Morgan Stanley's online tools efficiently. Holding Series 7 and Series 66 licenses, she also assists in onboarding new clients and performs daily operational and administrative duties.

Sora's educational background includes a B.A. in Marketing and an MBA in Finance from Dowling College, which, combined with her expertise and attention to detail, ensures that clients receive top-notch service, and their needs are met efficiently and effectively. Her proficiency in leveraging technology and deep understanding of financial markets are particularly valuable assets in the rapidly evolving world of wealth management.

Despite being originally from New York, Sora has embraced the Bay Area for over two decades and enjoys exploring it, traveling, and spending quality time with friends and family in her spare time.

Overall, Sora is a dedicated and skilled professional committed to providing her clients with exceptional service and helping them achieve their financial goals.