Who are we

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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
Artificial Intelligence and Machine Learning 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, 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. 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

  • 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
  • 20+ years in enterprise technology: IBM, Lucent, Verizon, Motorola, Siemens Telecom


BlueAris – We Make you financially smarter


BlueAris Financial Advisory brochure

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.

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