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Our Expertise

Bringing great ideas to life.

BrightPlan unites an experienced team of technologists, innovators, and industry professionals around a common goal: bringing wealth management to everyone, regardless of net worth.

Investment Philosophy

Our evidence-based approach to investing is built on the bedrock of Nobel-prize winning research.

Invest with a Goal in Mind

Your goals drive our investment plan. Instead of one portfolio, each of your goals receives a tailored allocation of stocks and bonds.

Let Markets Work For You

Capital markets do a good job of fairly pricing all available information and investors’ expectations about publicly traded securities. The market has already done most of the work. Now let it work for you.

Consider the Drivers of Returns

Academic research has identified a few drivers of returns which can be used to identify stocks and bonds with higher expected long-term returns. We pursue these areas of higher expected returns in diversified, cost-effective investments.

Practice Smart Diversification

Most investors are neither diversified enough, nor properly diversified. We manage risk through smart diversification based on Modern Portfolio Theory. Our model portfolios invest in a global mix of over 10,000 stocks and bonds, yet you can start with as little as $500.

Focus on What You Can Control

A good investment plan requires commitment, not activity. Investors gain time and peace of mind by putting smart choices (like deposits, rebalancing, asset allocation, and dividend reinvestment) on auto-pilot.

Our Experience

The BrightPlan platform was built by an experienced team of Silicon Valley technology veterans, working closely with experienced wealth managers from Plancorp.

Technology Veterans

The BrightPlan team has been involved in the creation of several platforms that scaled to become multi-billion dollar businesses, used by some of the largest enterprises and financial institutions around the world. Our team came together from some the best-known consumer, FinTech and SaaS software platforms available today.

Experienced Financial Planners

Our advice comes from close collaboration with the team at Plancorp, one of the nation’s top fee-only financial planning firms. Jeff Buckner founded Plancorp in 1983 with a unique philosophy: always put clients first and you will build a successful business.

For over 30 years Plancorp has been innovating, expanding, and advocating for clients. Now their collective financial planning experience has been embedded in BrightPlan, giving even more people access to fiduciary advice to reach their financial goals.

Plancorp by the Numbers:

  • $3.9 Billion under management
  • 34 years of experience
  • 20 wealth managers
  • 10 years of CEFEX certification
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Founder and CEO

Marthin De Beer

Marthin is the founder and CEO of BrightPlan. Prior to BrightPlan, Marthin was a Senior Vice President at Cisco Systems where he led multiple businesses from idea to over $1 billion in revenue. In his last position he was responsible for Cisco’s video and collaboration portfolio that generated over $9 billion of annual revenue.

One of Marthin’s life goals is to inspire and guide people to achieve their life and financial goals.

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Co-Founder & Advisor

Robert Wallace

Robert is a successful entrepreneur with extensive Wall Street experience. He has founded a number of companies that have scaled rapidly, gone public or been acquired including: LifeStorage, Media Arts Group Inc. (NASDAQ), Zycon Corp. (NASDAQ), International Family Entertainment (NYSE), WYSE, KMCI (NASDAQ), and Mr. Coffee (NASDAQ).

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Chief Product Officer

Larry Robinson

Larry is responsible for product strategy and delivery. Prior to joining BrightPlan, Larry was Senior Vice President of the Service Cloud Product at Salesforce, where he led the creation of the world's most successful customer service suite.

One of Larry's goals is to create a charitable fund that awards grants to students pursuing medical research careers.

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Chief Development Officer

Krutarth Shah

Krutarth is an experienced software leader with proven record of delivering solutions deployed by 80% of Fortune 500 companies today. Krutarth has led cloud and software engineering at Cisco, Imprivata and other companies..

One of Krutarth’s life goals is to invent teleportation so that he no longer has to drive in Bay Area traffic.

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Co-Chief Investment Officer

Jeff Buckner, CFP®, AIF®

Jeff is the Founder, Chairman and Co-CIO at Plancorp and BrightPlan. Jeff founded Plancorp in 1983 with a firm belief in independence, objectivity and—above all—an allegiance first and foremost to clients. Prior to founding Plancorp, Jeff had extensive experience in the financial planning and investment management industries, serving on the CFP Board of Professional Review, Charles Schwab and Co. Institutional Advisor Board and University of Missouri-St. Louis Chancellor’s Council.

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Chief Marketing Officer

Jason Egnal

Jason has launched several groundbreaking products for startups and global corporations, and has taken companies from concept to market to exit. He was the founder of an online registration business that he sold to Active.com, joined an IoT startup that was acquired by Netgear, and launched the first neurostimulation wearable device.

One of Jason’s life goals is to learn another language.

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Co-Chief Investment Officer

Peter Lazaroff, CFA, CFP®

Peter Lazaroff is the Co-Chief Investment Officer at BrightPlan and Plancorp, where he plays a key role in developing and communicating the firm’s investment strategy. In addition to his role at Plancorp, Peter regularly contributes to The Wall Street Journal and Forbes. Peter has built a reputation as an educator by simplifying the complexities of investing and personal finance to help people make smart choices about their money.

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Sayed Darwish

Chief Legal and Compliance Officer

Sayed Darwish

Sayed is responsible for legal and compliance. He has over 25 years of legal and business experience with leading Bay Area technology companies. Most recently, Sayed was the Chief Legal Officer and Executive Vice President of Corporate Development for Polycom, Inc., where he helped guide the company through its sale to private equity firm Siris Capital Group.


One of Sayed’s life goals is to learn to play piano.

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Director Product Management

Shriraj Shah

Shriraj is a key member of our product team. Previously he worked at Salesforce where he designed and implemented large scale business solutions for customers like Target, Google, and Brocade.

One of Shriraj's life goals is to become a successful entrepreneur.

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Head of Design

Kevin Keiper

Kevin leads our design team. He drives the development and application of our design strategy across every consumer touchpoint including product, marketing and customer support. Previously he was at PayPal, Rocket Lawyer and Amplifier Strategies.

One of Kevin’s life goals is to tour as an electronic dance music duo with his girlfriend.

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Director Product Management

Harpreet Buttar

Harpreet brings many years of consumer and Fintech experience to the BrightPlan team. Previously she held product roles at Paypal, Yahoo! and Panasonic, where she developed a passion for solving complex problems.

One of Harpeet’s life goals is to raise awareness and improve prevention of Silent Heart Attacks.

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Senior Software Engineer

Thys Michels

Thys leads backend development and integration with our technology partners. Previously he worked at Lending Club, the world’s largest peer to peer lending platform, to help automate, improve and optimize core aspects of the product experience.

One of his life goals is to travel around the world with his son.

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Senior Technical Lead

Huy Vo

Huy is a senior member of the BrightPlan engineering team. Previously he was an engineering leader at Cisco and has in-depth experience in software design, a penchant for new technologies, and an enthusiasm to build intuitive and secure software products.

One of Huy's life goals is to sample local, hand-crafted malt spirits in every town that he visits.

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Software Engineer

Neeraj Kohirkar

Neeraj is a full stack engineer who cares about building intuitive and meaningful products. Previously he worked at LinkedIn, MathCrunch, and Juno Wallet. He enjoys creating technically-sound solutions that make an impact.

One of Neeraj’s life goals is to star in a Bollywood film.

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QA Engineer

Sweta Shahi

Sweta is a seasoned quality professional with experience in functional and performance automation. Previously she has worked at Srijan, RareMile, and Ariba Technologies. She enjoys crafting strategies for test automation and improving software quality.

One of Sweta's life goals is to write a fiction novel that makes it to the best seller list.

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Content Marketing Specialist

Jeff Clark

Jeff oversees content at BrightPlan and currently holds the FINRA Series 65 License.  After paying off his student loans and beginning to invest he became passionate about sharing personal finance best-practices with anyone willing to listen. 

One of Jeff’s life goals is to run the Kauai Marathon.

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Software Engineer

Konstantin Savransky

Konstantin is a full stack engineer who specializes in front-end development. He is passionate about making elegant, easy-to-use applications. Previously he worked at AndroidPolice. Before becoming a developer, he practiced maritime law.

One of Konstantin’s life goals is to ski on every continent.

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Content Designer and Strategist

Delaine De Beer

Delaine works with product management, design and marketing to integrate inspiring and engaging content into the core product experience. She has a background in filmmaking and is passionate about capturing and creating stories that enchant and inspire.

One of Delaine's life goals is to make an award-winning documentary.

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Annmarie Neal

Annmarie Neal, Psy.D

Annmarie is executive coach and organizational guru and advises C‐suite executives for all Hellman & Friedman portfolio companies. Prior to this, she was Chief Talent Officer at Cisco and authored various books and articles on strategy, leadership and talent management.

Gary Daichendt

Gary Daichendt

Gary oversees Theory R Properties, a real estate investment firm. He is a member of multiple public boards, including NCR, Polycom, Emulex and Juniper Networks and advisor to Cap Rock Partners. Gary has held senior executive positions at IBM, Nortel Networks and Cisco.

Geoffrey Moore

Geoffrey Moore

Geoff is a well known author and advisor to Fortune 500 companies on innovation and managing market transitions. He serves on the boards of Akamai Technologies and Lithium, and is a venture partner at Mohr Davidow Ventures.

Scott Mosko

Scott Mosko

Scott is currently a Partner at Carr Ferrell LLP. He is an expert in intellectual property and cyber security law.

Jared Cohen

Jared Cohen

Jared is a private investor and entrepreneur. He is currently helping early stage companies accelerate their growth. Previously, Jared was a partner at Fortress Investment Group and spent time at Merrill Lynch and Morgan Stanley.

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Guido Jouret

Guido Jouret, PhD

Guido is currently the Chief Digital Officer at ABB and formerly Chief Technology Officer at Nokia Technologies. He drove the Internet of Things strategy at Cisco, and was CTO for Cisco’s Emerging Technologies Group.

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Thomas Wyatt

Thomas Wyatt is the general manager of Cisco’s Cloud and Analytics Group. As head of early stage growth business, he's on a mission to modernize IT infrastructure and operations analytics using big data, cognitive computing and cloud services.