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 |
|---|---|---|---|
| Alan Ungar CFP | Portfolio Management Retirement Planning Estate Planning Taxes Financial Planning Education Funding |
At least $1,000,000 | Abacus Wealth Partners is a "fee only" comprehensive financial planning … |
| Ryan Cole, CFP® | Portfolio Management Retirement Planning Estate Planning Financial Planning Employment Negotiations Education Funding Equity Comp. Planning StockOpter Analysis |
At least $500,000 | Citrine Capital is a fee-only wealth management firm committed to helping … |
| Tom Lo | Portfolio Management Retirement Planning Estate Planning Financial Planning Employment Negotiations Education Funding Equity Comp. Planning |
None | I focus on helping Gen X and Y Silicon Valley tech professionals with equity … |
| 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 … |
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