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Marcel Miu, Cfa, Cfp is listed as 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 at Simplify Wealth Planning, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Marcel Miu, Cfa, Cfp.
Marcel Miu, Cfa, Cfp previously worked as Founder and Wealth Planner at Simplify Wealth Planning and Consultant at Stockclubs. Marcel Miu, Cfa, Cfp holds B.B.A., Finance from Ohio University.
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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.
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Austin, Texas, US
Our 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.
Santa Clara, California, US
StockClubs 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.
New York, NY, US
Head of alternative income/multi-strategy product management and development at alternative investments asset manager.
New York, NY, US
From 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.
New York, NY, US
Product manager at alternative investments asset manager, focused on global expansion of alternative income suite and real assets multi-strategy suite.
New York, NY, US
New York, NY, US
New York, NY, US
Retail Mutual Fund Business: Reporting, Analysis, and Relationship Management for the Financial Intermediary Services Team.
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Marcel Miu, Cfa, Cfp works for Simplify Wealth Planning.
Marcel Miu, Cfa, Cfp is listed as 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 at Simplify Wealth Planning.
Marcel Miu, Cfa, Cfp is based in Austin, Texas, United States while working with Simplify Wealth Planning.
Marcel Miu, Cfa, Cfp has worked for Simplify Wealth Planning, Stockclubs, Cohen & Steers, and J.P. Morgan.
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Marcel Miu, Cfa, Cfp holds B.B.A., Finance from Ohio University.
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