Mr. Six joined First Republic in 2018 and has over 25 years of experience working with high net worth families. Mr. Six works with clients and their advisors to develop solutions in the areas of estate planning, retirement planning, stock option planning, charitable gift planning, education planning, insurance planning, business succession planning, asset protection and wealth transfer.
Prior to joining First Republic, Mr. Six worked as a Wealth Strategist at RBC Wealth Management for 4 years. Prior to that, Mr. Six served as a Wealth Structuring Specialist for Merrill Lynch; held various leadership positions for a registered investment advisor in Menlo Park for 19 years; and also ran his own estate planning law firm for 7 years.
Mr. Six earned his Bachelors in Accounting from Marquette University in Milwaukee, WI, and earned his J.D. from the University of California – Hastings College of Law. In addition, Mr. Six is a Certified Public Accountant (inactive) and Personal Financial Specialist (inactive).
Wealth Management Experience: Since 1991
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