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 |
|---|---|---|---|
| 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 … |
| 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 … |
| 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 … |
| Sara Stanich, MBA, CFP®, CDFA®, CEPA® | Portfolio Management Retirement Planning Taxes Financial Planning Divorce Education Funding Equity Comp. Planning StockOpter Analysis |
At least $500,000 | Our team of fee-only planners (in CA, NY and OR) has been helping clients … |
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