Featuring advisors with financial planning, tax, and legal expertise, AdvisorFind from myStockOptions.com is a new service that helps you identify and contact an equity compensation expert who can give you specialized guidance on how best to handle your unique situation.
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| Featured Advisors | |||
| Name | Services | Minimums | Description |
|---|---|---|---|
| Tyler Atkinson, CFP® | Portfolio Management Retirement Planning Estate Planning Taxes Financial Planning Education Funding Equity Comp. Planning StockOpter Analysis |
At least $500,000 | Tyler is a private wealth advisor focused on holistic planning for households … |
| Charles Steege, CFP®, CEP | Portfolio Management Retirement Planning Estate Planning Taxes Financial Planning Employment Negotiations Education Funding Equity Comp. Planning StockOpter Analysis |
At least $1,000,000 | Founded over 28 years ago, we are a fee-only financial planning team … |
| Geoffrey Zimmerman | Portfolio Management Retirement Planning Estate Planning Financial Planning Education Funding Equity Comp. Planning StockOpter Analysis |
At least $500,000 | Geoff is a Certified Financial Planning Practitioner with over 20 years of … |
| Sara Stanich, MBA, CFP®, CDFA®, CEPA® | Portfolio Management Retirement Planning Taxes Financial Planning Divorce Education Funding Equity Comp. Planning StockOpter Analysis |
At least $500,000 | Our team of fee-only planners (in CA, NY and OR) has been helping clients … |
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