We provide advice as transparently as possible. We're a fee-only and advice-only firm that provides our clients with the advice they need without the usual requirement of investment management.
Our entire focus is to help our clients make smart financial decisions for a fair, flat fee.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 5706 Cahalan Avenue #23393, San Jose,ca 95123,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.equityftw.com/
- Keywords
- Tax Planning, Equity Compensation, CFP, Fee Only, Advice Only, RSUs, ISOs, NSOs, RSAs, Investments, Founders, Executives, FAANG, Stock Options, Employee Stock Options, Investment Advice.
- HQ
- San Jose, CA
Equityftw Questions
Equityftw's website is https://www.equityftw.com/
Equityftw's LinkedIn profile is https://www.linkedin.com/company/equityftw
Equityftw has
2 employees.
View email and phone details for 2
employees at Equityftw.
Equityftw's industry is
Financial Services
Equityftw's top competitors are
Wade Financial Advisory, Inc.,
Hbks Wealth Advisors,
Faang Fire,
Devlo,
Cav Angels,
Orchard City Wealth Management, Llc,
Parkworth Wealth Management, Inc,
Strata Wealth Advisors, Llc,
Moon Group,
Crimson Wine Group.
Equityftw's categories are Financial Services
Equityftw's founding year is 2024
