As featured in:
Financial, Tax, and Equity Compensation Advice
- Employee benefits and 401(k) choices.
- How and when to exercise your stock options.
- Negotiating job offers and career moves.
- Should you participate in your ESPP and what to do when RSUs vest.
- Handling deferred comp and concentrated stock positions.
- Figuring out how much insurance you need and if you need a will or a trust.
- Making sure you are saving and investing properly to build the life you want and financial independence.
How do you know you are not missing something and are making the right choices? Want to create a plan to make each decision confidently while freeing up your time and reducing financial stress?
In 2020 alone, start up employees left $5 Billion on the table by not having a strategy to exercise their stock options.
The state of stock options 2020 report
How I Became a Financial Planner
I grew up in San Diego and have had a life-long passion for personal finance, investing, business…and golf.
I played collegiately for the UCLA golf team and was lucky enough to play professionally worldwide for ten years. During that time, I also helped manage and consult for multiple businesses in the golf, performance technology, and sports apparel industry.
Running my own business as a golfer and then working with companies ranging from startups to the largest brands in the sports world, I quickly learned that personal finance and investing are confusing and intimidating topics for many people. Even the smartest people can be stressed and unsure where to start organizing and planning their financial lives. This was when I knew I wanted to take this lifelong passion and turn it into my career.
How To Get Started
I understand taking the first step to talking with an advisor can be intimidating. I have a straightforward process for you to get started. It begins with scheduling an intro call to get to know one another. The purpose of this call is to understand the questions you have, what you are looking for in a financial planner and make sure we would be a good fit.
We will also discuss the costs, how we help clients, and the value our specialized, objective expertise can bring. There is no cost for this call and no hard sell. I am a fee-only financial planner, so I do not sell any products like insurance or receive any commissions.
Book your free intro call on our calendar below or if you have questions, call us at (858) 999-3550.
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