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Financial, Tax, and Equity Compensation planning for Biotech professionals
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. The list goes on…
All while trying to understand how you need to be saving and investing to put yourself in the position to retire when you want and on your terms.
How do you know you are not missing something and are making the right decisions? Want to create a plan and strategy to make each decision confidently while freeing up your time and reducing financial stress?
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 go on to play professionally around the world for 10 years. During that time I also helped to 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 businesses ranging from startups to the largest brands in the sports world, I learned quickly that for many people, personal finance and investing is a confusing and intimidating topic. Even the smartest of people can be stressed and unsure where to begin to start organizing and planning their financial lives. This is when I knew I wanted to take this lifelong passion and turn it into my career.
I love being a financial planner because getting to work with my clients, acting as a fiduciary and a real partner in making decisions, is such a rewarding experience. It truly is a pleasure to work with the families I do. To be invited into their lives, and help them understand the financial decisions they face and build a strategy they can be confident in.
Get More Out of Your Equity Compensation and Employee Benefits
This free guide shows four common employee benefits, and the mistakes people make with them costing them free money! Learn how to maximize your ESPP, RSUs, HSA, your 401(k)!
How I Work With Clients
We are a team of financial planners helping you create real financial plans and investment strategies you will actually understand, allowing you to build and protect your wealth. We partner with you to help you get organized, make smart financial decisions, grow your investments and net worth, and have confidence and peace of mind around your finances.
It is a simple process to see if we may be a good fit. It starts with a 30 minute phone call for us to get to know one another, understand the questions you have, and make sure our expertise matches your situation.
I know it can be intimidating and overwhelming to reach out to a financial advisor. Don’t worry, all we are going to do is get on a call to get to know one another. There is no cost and there is no hard sell! We are a fee-only firm, so we have nothing to sell you, don’t receive commissions and don’t receive any kickbacks. If it seems like I could be the best advisor for you, we will continue the conversation. If not, no hard feelings, and I will even help you find another advisor that could be a better fit.
Book your free call below or if you have questions call us at (858) 794-2100.
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