BlueAris Financial Advisors & Tech Consulting – Financial Advisors & Tech Consulting

Our Value to You

Who Are We

BlueAris is an Investment – Financial Advisory. We are State Registered Advisors and Fiduciary. We provide Asset Allocation & Retirement Services,specializing in the Information Technology sector. We are a fee-only Investment – Financial Advisory firm. We charge no commissions and do not sell products. At BlueAris, we have an extensive background in technology. We blend technology
with personal financial services, utilizing publicly available Artificial Intelligence and Machine Learning services to optimize our
services for the benefit of our clients.

Additional Value-Added Services:
Technology Sector Consulting & Services, Business Consulting & Executive Coaching, and Cross-Border Financial Coaching.

About the Advisor

Adnan Hamed is a technology operator and financial advisor with over 20+ years of experience in the technology industry and
a deep commitment to helping tech professionals and everyday clients make better financial decisions.

His career began in hardware engineering at Siemens Telecom and Motorola, where he practiced engineering and sold wireless infrastructure that required an advanced technical background. He then spent two decades commercializing complex enterprise
technology at Lucent Technologies, Verizon Enterprise, and IBM- managing major accounts, building strategic alliances with
Apple, Microsoft, VMware, and ServiceNow, and closing transactions ranging from mobile device deployments to cloud
services transformation.

Adnan prides himself on his technical background and ability to understand complex technologies such as AI, semiconductors,
hardware network systems, and software applications. In 2016, Adnan founded BlueAris Systems, an independent technology
advisory practice. In 2021, he became a Series 65 – licensed Registered Investment Advisor, founding BlueAris Financial
Advisory to provide fee-only, fiduciary financial planning — with a particular focus on tech professionals navigating the
financial complexity of equity compensation, retirement planning, and concentrated stock. He’s passionate about financial
markets, asset allocation and portfolio management. Besides his focus on equity compensation (RSU, RSA, ISOs, ESPPs),
he also covers Cross-Border US/UK financial matters.

Adnan holds an MBA in Finance from San Jose State University and a B.S. in Electrical Engineering from Florida Atlantic
University. He is state-registered in Texas as an independent, fee-only fiduciary. Adnan serves clients with integrity,
believing every individual deserves the right guidance to achieve financial success — unlike many advisors who target
only high-net-worth clients. That conviction and strong motivation is what led him to start his advisory practice.

CREDENTIALS

Registered Investment Advisor
State-registered, independent fiduciary — Texas
Fee-only — no commissions, no product sales
MBA, Finance
B.S. Electrical Engineering
20+ years in enterprise technology: IBM, Lucent, Verizon, Motorola, Siemens Telecom

BlueAris – We Make You Financially Smarter

Phone:
(415) 816-7703
To schedule a 30-minute free consultation, call or
email us by clicking the email link,
or schedule your appointment on our calendar here.
To schedule a Financial Coaching appointment, please
visit our Financial Coaching services page.

What is "Fee Only" Advisory

We are a “fee only” based Investment-Financial Advisory – meaning, we charge a Fixed Fee and that’s it! There are no hidden commissions from a 3rd party or no fees on selling products. Our Investment-Financial Advisory is also a Fiduciary advisory, which means that client’s interest comes first before ours.