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Top 30 financial advisors of 814 near 06405
Out of 400,000+ nationwide
Michael K
CFP®, CFA®
Madison, CT
Reach Strategic Wealth LLC
You've built an impressive tech career, accumulating equity and navigating complex compensation. Feeling excited but overwhelmed by your financial potential? You need more than an advisor - a strategic partner who truly understands tech professionals. We don't just manage wealth—we design your ideal professional life. Our approach goes beyond spreadsheets, providing clarity to make bold career decisions, optimize your equity, and create a financial plan aligned with your deepest goals. Our credentials - CFA, CFP®, Enrolled Agent - provide us the technical skills to then translate complex financial strategies into clear, actionable guidance specifically tailored to tech executives. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward.
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Milford, CT
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Michael G
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Nikola S
Series 66
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New Haven, CT
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Top 30 financial advisors of 814 near 06405
Out of 400,000+ nationwide