Cargando asesores...
Asesores financieros fiduciarios de tarifa fija
Especializados en Tech Employees
Mostrando 12 asesores coincidentes.
Diana Louie
Financial Planner
4.99 (160) 288 ¡Más reseñado!
- Achieved FIRE fr. Google/Apple with strategies to share
- Love:Tax Saving, RSU, 401K, 529, (Mega) Backdoor Roth
- Mom of 3 with tips to help set kids up for financial success
Tech employees
$450 / una hora
Carla Adams, CFP®
Financial Planner
4.94 (149) 473
- 15+ years experience guiding clients with their finances
- Enjoys helping women take control of their financial lives
- Expert in equity comp including RSUs
Tech employees
$300 / una hora
Max Pashman, CFP®
Financial Planner
4.98 (121) 373
- 10 years experience
- Turning complexity into simple and actionable advice!
- Specialty in FIRE & equity comp: ISO, NSO, RSU, ESPP, etc.
Tech employees
$250 / una hora
Melody Brady, MBA, CFP®
Financial Planner
4.90 (31) 85
- 🌟 Helping high-achievers make confident money decisions
- 🕰️ 13 years guiding busy families
- 🤝 Practical advice and planning for life’s big decisions
Tech employees
$300 / una hora
Heather Comella, CFP®
Financial Planner
5.00 (35) 122
- I love tax planning ❤️
- Equity comp expert & former tech startup employee
- 15+ years experience
Tech employees
$375 / una hora
Nick Booth, CFP®
Financial Planner
4.97 (99) 317
- Helping you Retire and achieve Financial Independence
- Focus on strategies to reduce your lifetime tax bill
- Ongoing access to RightCapital financial planning software
Tech employees
$375 / una hora
David Barta, CFA, CFP®
Financial Planner
5.00 (63) 122 ¡Más reseñado!
- 13+ Yrs Experience | UCLA MBA | Ex-Vanguard
- Tax-Efficient Retirement, Cash Flow, & Private Investments
- Specialist in Equity Comp (ISOs/RSUs) & Expat Finances
Tech employees
$400 / una hora
Nick Kyburz
Financial Planner
5.00 (104) 225 ¡Más reseñado!
- Know exactly when work becomes optional
- Personalized advice with clear, actionable next steps
- Turn your equity compensation into long-term wealth
Tech employees
$175 / una hora
Chris Reddick, CFP®, PhD, EA
Financial Planner
4.91 (271) 784
- Retirement, investment, and tax planning expertise
- Roth conversions, Social Security, and tax strategies
- Specialized in educators and public service professionals
Tech employees
$250 / una hora
Adam Coleman, CRPC®, AFC®
Financial Planner
5.00 (349) 1050 ¡Se reserva con frecuencia!
- Enjoys helping pre-retirees & retirees plan for what's next
- Guides millennials & Gen X through major life events
- Ongoing access to RightCapital Financial Planning Software
Tech employees
$500 / una hora
Madison Sharick, CFA, CFP®
Financial Planner
4.99 (171) 428
- 13 years of experience
- I help families level up financially
- Reached Coast FI/RE before motherhood
Tech employees
$500 / una hora
Kelly Palmer, CFA, CFP®
Financial Planner
4.98 (120) 364
- 14 years of experience giving clear, approachable guidance
- Feel calmer and more confident 🙌🏻 in your money decisions
- Maternity leave begins October 2026 🤰🏼
Tech employees
$350 / una hora
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.