I provide clients with the tools and services I needed when I was in your shoes….
Before becoming a financial advisor, I spent years building my own career in tech. Like many of my clients today, I received part of my comp in the equity of my company. I made good money, but even as a finance guy with an MBA, I made some mistakes earlier in my career when managing my stock options and RSUs.
Through that experience, I realized there was a gap. Tech professionals were doing incredible things, but many were unsure how to manage the wealth they were building. Tools and advice regarding taxes, diversification, and risk management weren’t readily available. Furthermore, traditional advisors didn’t understand the nuances of equity compensation, or the psychological complexity of owning stock in your own company. And they didn’t understand tech culture, our mindset, our goals, and how busy our lives were with work and family.
Helping others avoid expensive mistakes is one of the things that led me to financial advisory and building tools for managing company stock holdings. The mission became: help tech professionals turn career success into long-term financial independence.
Why Tech Professionals and Entrepreneurs Work With Me
Here are a few reasons clients tell me they choose to work with me::
- Deep understanding of my clients – I know the environment you work in, your challenges, your mindset and your lifestyle. Most of my friends and ex-colleagues are tech employees.
- Client-Centered Planning – Every plan is customized. My job is to help you dream and define your “best life”, and strive to make it possible for you within your current and future financial resources.
- Proactive Tax Strategies – Company equity can be life-changing, but taxes can erode their impact. I help you anticipate and plan ahead so you keep more of what you earn.
- Systematic Approaches – I ground portfolios in research and data, not in “feel” or ungrounded opinions, using innovative tools and methodologies to get the most benefit from your assets.
- Long-Term Vision – Beyond tax-efficiently diversifying company stock, I help clients map out an entire financial journey: from building wealth, to reaching independence, to creating a legacy.
Closing Thoughts
I loved my career in the tech world. I traveled all over the world, met and worked with incredible people, and helped to change how people borrow money, buy online, evaluate risk, and analyze corporate investments.
But I have always known that I would become a financial advisor in the future, and I enjoy working with tech employees in a different capacity. Today I help professionals when they need it – as they are building wealth and working hard. The goal is to create secure life plans, more opportunities, and earlier retirement…whatever “retirement from tech” looks like for you.
Interested in learning more about how my background can help you? Schedule a consultation to see how these might help in your financial life and sign up for my newsletter to gain more insights.
