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 |
|---|---|---|---|
| Joe Forish, CFA, CFP® | Financial Planning Equity Comp. Planning |
None | I am a fee-only financial advisor. I specialize in helping executives … |
| Dana Anspach | Retirement Planning |
None | Who's driving your retirement planning process? Our focus is on working with … |
| 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 … |
| Dave Alison, CFP®, EA | Portfolio Management Retirement Planning Estate Planning Taxes Financial Planning Education Funding Equity Comp. Planning StockOpter Analysis |
At least $500,000 | Dave Alison is an accomplished financial, tax, and investment advisor with a … |
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