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 … |
| Geoffrey Zimmerman | Portfolio Management Retirement Planning Estate Planning Financial Planning Education Funding Equity Comp. Planning StockOpter Analysis |
At least $2,000,000 | Geoff is a Certified Financial … |
| Rodney Wade, EA CFP MS Taxation | Portfolio Management Retirement Planning Estate Planning Taxes Financial Planning Employment Negotiations Divorce Education Funding Equity Comp. Planning StockOpter Analysis |
At least $500,000 | Wade Financial Advisory, Inc. … |
| Herb White, MBA, AIF, CFP | Portfolio Management Retirement Planning Financial Planning Divorce StockOpter Analysis |
At least $250,000 | Our team of professional … |
