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 |
|---|---|---|---|
| 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 … |
| Dana Anspach | Retirement Planning |
None | Who's driving your retirement planning process? Our focus is on working with … |
| Sarah Delahanty, CFP®, MBA | Portfolio Management Retirement Planning Estate Planning Financial Planning Employment Negotiations Divorce Education Funding Equity Comp. Planning StockOpter Analysis |
At least $250,000 | Since 1968, SYM Financial Advisors, a private, employee-owned, independent … |
| Mark Struthers CFA CFP® | Portfolio Management Retirement Planning Estate Planning Taxes Financial Planning Employment Negotiations Education Funding Equity Comp. Planning StockOpter Analysis |
None | Mark is an independent fee-only advisor who specializes in working with … |
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