Fee-Only Financial Planning for Tech and Medical Professionals
We provide Assets Allocation & Retirement Services.
Specializing in Information technology sector
What We Do
Our Value to You
About Us
Who are we
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 benefit of our clients.
Additional value added services – Technology Sector Consulting & Services. Business Consulting & Executive Coaching. Cross Border Financial Coaching.
The Team
Meet 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 Representative, founding BlueAris, LLC- 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.
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-Texas
- Licensed & independent fiduciary
- 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
Our Investment Philosophy
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 and no fees on selling products. Our Investment-Financial Advisory is also a Fiduciary advisory, which means that client’s interest comes first before ours.
Financial Advisors & Technology Consulting
Blogs & Articles
Contact
4008 Louetta Road, Suite 330
Spring, TX 77388
United States
Phone: (415) 816-7703
Email: info@bluearis.com