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 |
|---|---|---|---|
| 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 … |
| Bruce Bruce Barton, CFP® CFA® | Portfolio Management Retirement Planning Taxes Financial Planning Divorce Education Funding Equity Comp. Planning StockOpter Analysis |
At least $1,000,000 | Parkworth is a fee-only wealth management firm offering financial planning, … |
| John Barringer | Portfolio Management Retirement Planning Estate Planning Financial Planning Education Funding Equity Comp. Planning StockOpter Analysis |
At least $500,000 | I specialize in financial planning for equity compensation. My practice also … |
| Mike Sheets | Portfolio Management Retirement Planning Estate Planning Taxes Financial Planning Divorce Education Funding Equity Comp. Planning StockOpter Analysis |
At least $1,000,000 | We provide investment, tax, and estate planning for large compensation … |
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