Financial advisors in San Francisco for Executive & Equity Compensation

Wealth Script Advisors specializes in wealth management for tech professionals, focusing on equity compensation, personalized investments, and a white-glove experience to deliver tailored strategies for long-term success.

Kevin Cheeks is a CERTIFIED FINANCIAL PLANNER™ professional specializing in equity compensation, tax-efficient financial planning, direct indexing and socially conscious investing. Located in San Francisco, CA, Kevin works with clients across the United States.

Monroe Wealth Management is a financial planning firm that specializes with tech employees who earn high incomes and dealing with complex equity decisions.

As a trusted, independent, fiduciary, I work closely with successful professionals and retirees to help them make smart financial decisions. The stakes only get higher as one approaches retirement, and my role is to be that supportive foundation.

I'm a queer woman of color based in Oakland, CA. My clients hire me because their stock options and RSUs have complicated their finances. And they stay with me because I provide a non-judgmental and safe space for them to navigate life's transitions.

Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the changing tides affecting your financial life.

At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflect your values.

Helping first-generation professionals organize & optimize their financial lives to feel confident about their finances & future!

My goal is to inspire financial confidence through a collaborative approach to financial planning. Smart financial planning is the best possible answer to the good, tough questions we all have about our financial lives.

I believe young lawyers make better financial decisions when they are well educated about their personal finances. The Developing Financial Process is an educational and collaborative financial planning process designed specifically for young lawyers