Expert Tax, Financial & Investment Planning for Tech Professionals
I help individuals and startups navigate complex financial challenges, optimize taxes, and make informed decisions about RSUs, stock options, and cap tables.
Why Choose Me?
I specialize in creating personalized financial plans that work for you. Whether it's maximizing your tax efficiency or understanding the intricacies of equity compensation, I'm here to guide you through whatever you're facing next.
Tax & Financial Planning
Get expert advice on managing your finances with a strategy that reduces taxes and prepares for long-term growth.
RSU & Stock Options
Understand your stock compensation options and make informed decisions to grow your wealth with RSUs and stock options.
Cap Table Management
I'll help you manage your startup's cap table, ensuring clarity and control as your company grows.
Investment Planning
Build a custom investment strategy that aligns with your financial goals and risk tolerance.
Ready to Get Started?
Let's discuss your financial future. Reach out now to schedule a consultation and take the first step toward optimizing your finances.
Contact Me