Erik Alexander Email & Phone Number

I help high-level technology employees who run business teams and are compensated through company stock to define, prioritize, and pursue their financial goals. My clients come to me wanting a clear view on how to optimize their stock positions and minimize their tax obligations. Many work at companies like Amazon, Apple, Boeing, Google, Meta, Microsoft, Nike, Oracle (and others), and want to know how long they must work in their current role given its busyness, stress, and responsibility. Some are still planning for their kids' college and others are taking care of their aging parents. Because their financial decisions impact their loved ones, they feel a huge responsibility towards making them wisely. I provide them the peace of mind that they’re managing their equity compensation, employee benefits and their wealth strategically and intentionally.Through my experience and attention to detail, I help them develop a personalized financial plan that grows and adapts as they navigate the opportunities and curveballs life throws at them. My extensive knowledge of employer programs, combined with continuous monitoring of their plan helps to build enduring relationships based on foundations of confidence and clarity. I help my clients to: 1. Manage their stock programs without stress 2. Grow their net worth3. Identify tax saving opportunities4. Make confident financial decisions 5. Ensure they're on track to reach their goals, and6. Right-size their financial risk As a father with a young family of my own, I understand the trust that my clients place in me. Creating a plan to solve their complex problems, and being counted on for their and their families’ financial well-being, brings me great joy and satisfaction. Outside of work I love spending time with my incredible wife and family, and enjoying skiing, hiking and playing golf.Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #4068590

Listed skills include Financial Services.

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  University Of Washington

  Economics