Marcel Miu, Cfa, Cfp Email and Phone Number
I’ve been in your shoes: working hard in the corporate world with little time for anything else. Personal finances were falling by the wayside. ◆ The Six-Figure Struggle ◆You're crushing it in tech, but your finances? That's another story.→ Stock options and RSUs gathering dust→ Tax implications that make your head spin→ Retirement plans getting lost in the shuffleSound familiar?◆ The High Cost of Financial Neglect ◆• $10,000s potentially lost in tax oversights each year• Your dream retirement pushed further away• Sleepless nights worrying: "Am I making a huge mistake?"• The gnawing guilt of neglecting your financial future→ Every day of inaction could be costing you.◆ Your Financial Lifeline ◆I've walked your path - from New York finance trenches to decoding my own equity maze.Now, I'm here to be your guide.At Simplify Wealth Planning, we transform confusion into clarity:• Unlock the hidden value in your equity compensation• Slash your tax bill to ensure you only pay what you must• Design a retirement strategy that lets you sleep soundly• Secure your family's financial future→ Imagine: Financial confidence without sacrificing your work-life balance.◆ Beyond the Numbers ◆Beyond the office, my world revolves around family, food, and joyful moments with my dog, Nellie. Every day, these passions remind me of the importance of cherishing the present while planning for the future.◆ Let’s Connect ◆Visit www.simplifywealthplanning.com for your free "Are You On Track" analysis.Stop wondering. Start thriving.
Simplify Wealth Planning
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Founder And Wealth PlannerSimplify Wealth Planning Apr 2023 - PresentAustin, Texas, UsOur clients earn everything from early-stage founder stock, restricted stock awards (RSAs), stock options (ISO and NSOs), RSUs (private and public companies), and ESPP shares.With the equity landscape constantly evolving, we stay on top of all the new and less popular forms of equity compensation that our clients need help navigating. -
ConsultantStockclubs Apr 2024 - PresentSanta Clara, California, UsStockClubs helps people working in BigTech make better financial decisions with data and insights provided by AI.I advise the StockClubs team by providing subject matter expertise (financial planning). This role also allows me to continue learning about the tech community and the pain points they experience. -
Vice President, Product Management & DevelopmentCohen & Steers Jan 2021 - Apr 2023New York, Ny, UsHead of alternative income/multi-strategy product management and development at alternative investments asset manager. -
Vice President, Senior Product Manager/Portfolio SpecialistCohen & Steers Dec 2018 - Dec 2020New York, Ny, UsFrom 2018 - 2020 served in hybrid portfolio specialist and product manager role. During that period, I served as an extension of our investment team with clients. -
Vice President – Product ManagerCohen & Steers Dec 2016 - Dec 2018New York, Ny, UsProduct manager at alternative investments asset manager, focused on global expansion of alternative income suite and real assets multi-strategy suite. -
Product ManagerCohen & Steers Aug 2015 - Dec 2016New York, Ny, Us -
Product Strategy AssociateJ.P. Morgan Nov 2014 - Jul 2015New York, Ny, UsRetail and Institutional Asset Management Businesses.Highlights: • Promoted JPM’s broad investment capabilities (mutual funds, ETFs, SMAs, and commingled funds)• Analyzed RIA asset allocation models and provided feedback on portfolio construction -
Financial AnalystJ.P. Morgan Aug 2012 - Nov 2014New York, Ny, UsRetail and Institutional Asset Management Businesses. Highlights:• Analyzed revenue, expenses, and profitability for U.S. Funds and Global Liquidity business lines • Drove forecasting, budgeting, and prepared key reporting leveraged by senior management in decision-making -
Financial Intermediary ServicesJ.P. Morgan Aug 2010 - Aug 2012New York, Ny, UsRetail Mutual Fund Business: Reporting, Analysis, and Relationship Management for the Financial Intermediary Services Team.
Marcel Miu, Cfa, Cfp Education Details
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Ohio UniversityFinance
Frequently Asked Questions about Marcel Miu, Cfa, Cfp
What company does Marcel Miu, Cfa, Cfp work for?
Marcel Miu, Cfa, Cfp works for Simplify Wealth Planning
What is Marcel Miu, Cfa, Cfp's role at the current company?
Marcel Miu, Cfa, Cfp's current role is Giving Tech Professionals Financial Clarity Fast | We Make It Easy To Unlock Equity Compensation Gains, Reduce Taxes, and Build Wealth | Flat Fees, Not Based On How Much Money You Have.
What schools did Marcel Miu, Cfa, Cfp attend?
Marcel Miu, Cfa, Cfp attended Ohio University.
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