BlueAris is an Investment – Financial Advisory. We are State Registered Advisors and Fiduciary.

We provide Asset Allocation & Retirement Services- Specializing in Information technology sector

We are Fee Only Investment -Financial Advisory & Charge no Commissions or sell products

We in BlueAris have extensive background in Technology- We blend Technology with Personal Financial Services, thus utilizing Technologies such as Artificial Intelligence and Machine learning to optimize our services for the benfit of our clients.

Additional Value added Services – Technology Sector Consulting & Services. Business Consulting & Executive Coaching. Cross Border Financial Coaching.

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About the Advisor

Adnan Hamed is a technology operator and financial advisor with over 30+ years of experience in the technology industry and a deep commitment to helping tech professionals make better financial decisions.His career began in hardware engineering at Siemens Telecom and Motorola, practiced engineering and selling 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 has the 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. And besides his focus on equity compensation (RSU, RSA, ISOs, ESPPs) also covers Cross Border US/UK.
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.

CREDENTIALS

• Series 65 — Registered Investment Advisor
• State-registered, independent fiduciary — Texas
• Fee-only — no commissions, no product sales
• MBA, Finance — San Jose State University, CA
• B.S. Electrical Engineering — Florida Atlantic University, FL
• 30+ years in enterprise technology: IBM, Lucent, Verizon, Motorola, Siemens Telecom
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BlueAris – We Make you financially smarter

Phone (415) 816-7703

To schedule 30 minutes of free Consultation – Call/Email us by clicking the link or schedule your appointment on our calendar link. To schedule a Financial Coaching appointment please visit link.