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.

Rahul is an experienced advisor having worked with ultra high net worth client and family offices across the country on their diverse needs including wealth management, capital markets, lending and long-term planning. He has also advised on numerous deals within investment banking, global markets, specialty lending and middle market execution for corporate clients both domestically and abroad.

Rahul started his career in corporate finance working at technology, real estate, and media companies before transitioning to financial services at Bank of America’s Private Bank. At Bank of America, Rahul served as a Private Client Advisor, leading a team of portfolio managers, trust & estate planning professionals and lending specialists for ultra high net worth client clients and their families.

Rahul then moved to Deutsche Bank’s International Private Bank as a Private Banker leading a team that worked with ultra high net worth clients managing their global assets. Rahul also advised corporate clients in the technology, real estate, healthcare and industrials verticals in investment banking, lending and global markets execution activities.

Rahul earned a B.S. in Finance from Santa Clara University. Born in the Netherlands and having grown up in the Bay Area, Rahul now resides with his wife and young goldendoodle in San Mateo. In his free time, he enjoys playing golf, trying new restaurants and travelling to other countries.

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.

Stefan Jung is a Client Solutions Coordinator who prides himself on delivering a highly responsive, thoughtful, and seamless client experience. He plays a central role in preparing clients for meetings, coordinating behind-the-scenes details, and leading pre- and post-meeting follow-up to ensure every conversation translates into clear action and consistent progress.

He graduated from the University of California, Berkeley, where he competed on a Division I soccer scholarship and earned his Bachelor of Science in Environmental Economics and Policy. His experience as a student-athlete shaped his disciplined, team-oriented mindset and attention to detail.

In his role as Client Solutions Coordinator, Stefan acts as the connective tissue between client goals and advisor strategy—leading meeting preparation, follow-up execution, and opportunity identification to ensure clients receive timely, thoughtful, and proactive guidance.

Stefan also works with the team to support growth initiatives, including Alternative Investments and strategies for clients with concentrated stock positions. He is passionate about building long-term relationships grounded in trust, communication, and reliability.

Based in San Francisco, Stefan enjoys staying active through sports and fitness, keeping up with economic trends, and spending time with animals.

As a Registered Client Service Representative, Alejandro Hernandez helps support the delivery of personalized and comprehensive wealth management for individuals and families. He focuses on building strong client relationships and ensuring that each person he works with receives clear communication, dependable follow through, and a seamless experience across their financial needs.

With five years of experience in wealth management, Alejandro works closely with advisors to help implement investment strategies , assist with account oversight, and provide day to day support tailored to each client’s goals. He holds his Series 7 and Series 66 licenses, allowing him to contribute meaningfully to the investment process while upholding a high standard of care.

Alejandro earned his B.A in Economics from San Francisco State University, where he developed a strong interest in how financial decisions shape long term outcomes. Known for his friendly and approachable personality, he strives to make clients feel understood and supported. He is also fluent in Spanish, which helps him serve a wider range of clients and families.

Outside of work, Alejandro enjoys sports, staying active, and spending time with his dog. His commitment to service, communication and consistency makes him a trusted and valued member of the team.

Iver Lyche is a Client Service Associate committed to delivering an exceptional client experience by leveraging his passion for financial markets and his ability to connect with people. He focuses on ensuring a seamless and frictionless experience for clients.

Iver graduated from Southern Methodist University with a Bachelor of Arts in Economics. Concurrent with his studies, he developed a profound understanding of the financial markets through equity and derivative research.

Raised in the Bay Area, Iver's competitive spirit was shaped through soccer, leading Junipero Serra High School to their first outright CCS Championship as team captain and participating in California’s Olympic Development Program. These experiences instilled in him a disciplined, team-oriented approach that he applies in his work today.

He is passionate about building long-term relationships founded on trust, clear communication, and dependable service. In his role, Iver serves as a vital connection, ensuring clients receive tailored, proactive guidance to meet their aspirations.

Outside of work, Iver enjoys fitness, playing chess, reading, and spending time with friends and family in Lake Tahoe. His varied interests and commitment to personal growth reflect his dedication to providing clients with thoughtful and comprehensive service.