Gibran Le, Cfp®, Crpc® Email and Phone Number
Hello! I’m a Financial Planner with a passion for the tech world. My journey into finance wasn’t just about numbers; it was about stories. The story that stands out the most? It’s about an executive, much like you, who felt overwhelmed by her stock options which were approaching expiration. She was brilliant at her tech role but felt out of her depth with her finances. That’s where I came in. Together, we unraveled the complexities of her equity compensation, turning what once caused her stress into a source of empowerment.Now, I’m on a mission to do the same for others in the tech industry. Equity compensation is more than just a portion of your pay; it’s a stepping stone towards the life you dream of. Whether it’s planning for that dream home, securing your family’s future, or even taking that well-deserved sabbatical, I’m here to help you align your financial choices with your personal aspirations.I believe in making finance approachable, breaking down complex concepts into simple, actionable steps. It’s not just about the end goal; it’s about crafting a journey you’re confident and comfortable with.So, if you’re ready to take control of your financial narrative and shape it into one you’re proud of, I’m here to guide you. Let’s connect and start scripting your success story together.
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Co-FounderEquityedge AdvisorsMission Viejo, Ca, Us -
Financial PlannerAcord & Fong Wealth Strategies Apr 2019 - PresentSan Francisco Bay AreaGibran Le (CA Insurance Lic. #0M40189) is a registered representative of Lincoln Financial Advisors Corp.Securities and advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Branch Office: 3000 Executive Parkway, Suite 400, San Ramon, CA 94853. Securities offered to residents of CA, HI, ID, IN, NV, NY, UT, WI. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Acord & Fong is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-5330323-120622 -
Paraplanner/ Registered RepresentativeLincoln Financial Advisors Dec 2017 - Mar 2019San Ramon, California
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Financial Advisor In Training (Ait)Lincoln Financial Advisors Aug 2016 - Dec 2017San Ramon, Ca
Gibran Le, Cfp®, Crpc® Education Details
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B.S. Environmental Economics And Policy
Frequently Asked Questions about Gibran Le, Cfp®, Crpc®
What company does Gibran Le, Cfp®, Crpc® work for?
Gibran Le, Cfp®, Crpc® works for Equityedge Advisors
What is Gibran Le, Cfp®, Crpc®'s role at the current company?
Gibran Le, Cfp®, Crpc®'s current role is Co-Founder.
What schools did Gibran Le, Cfp®, Crpc® attend?
Gibran Le, Cfp®, Crpc® attended University Of California, Berkeley.
Who are Gibran Le, Cfp®, Crpc®'s colleagues?
Gibran Le, Cfp®, Crpc®'s colleagues are Nic Hager, Marissa Clavin, Jordan H. Murray, Cfp®, Jordan Frierson, Carolyn Skinner, Rod Acord, Chfc®, Clu®, Casl®, Crpc®.
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