I am part of a team of financial advisers that serve both families, individuals, and small businesses. Due to the Covid-19 virus, daily lives have been impacted ranging from seeing uncertainty in the markets, new legislation being put in place, and understanding how businesses are changing the way they conduct business for the future. While my team can help everyone navigate the new landscape, we also focus on working with tech professionals. We strategize ways to unlock highly appreciated stock/ESPP contributions as well as create long-term plans to manage and diversify future contributions. Additionally, we can discuss ways to address liquidity and plan around real estate investments, cover additional tax shelters that can be utilized in a financial plan, and evaluate where your company’s employee benefits can be more optimally utilized or where they can be more cost effectively supplemented from outside resources.
Listed skills include Leadership, Microsoft Office, Teamwork, Financial Reporting, and 14 others.