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 |
|---|---|---|---|
| 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 … |
| Marc Jimenez, CFA, CFP® | Portfolio Management Retirement Planning Taxes Financial Planning Education Funding Equity Comp. Planning StockOpter Analysis |
None | - In my role as Wealth Advisor and Chief Investment Officer, I specialize in … |
| Jason Krueger | Portfolio Management Retirement Planning Taxes Financial Planning Education Funding Equity Comp. Planning StockOpter Analysis |
At least $500,000 | We help our clients with their equity compensation by facilitating timely and … |
| 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 … |
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