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Advisors near 95054
Out of 400,000+ nationwide
Douglas A
Series 65
San Jose, CA
Andrey, Douglas
Kevin M
CFP®, Series 65
Menlo Park, CA
Oak Peak Financial
Mark L
Series 63, Series 65
Mountain View, CA
Ardent Capital
Kenneth S
CFP®
San Jose, CA
KRS Tax & Investments Inc.
Anandi K
CFP®, Series 65
Cupertino, CA
Akrish Financial Advisory
Kautilya P
Series 65
Newark, CA
Cow Capital Inc
Brooks S
Series 66
San Jose, CA
Chief Capital Management, Inc
Faith C
CFP®
Newark, CA
Chrysalid Financial, LLC
Faith is a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Chrysalid Financial. Our clients: We serve high achieving mid-career women in Tech with equity compensation. Whether you are too busy to manage your complex finances, feel overwhelmed by decisions about your equity compensation or wondering if your finances align with your goals, we’re available to assist as a trusted advisor. We offer expert guidance to optimize your complex finances and navigate the milestones and multi-faceted decisions stemming from your RSUs, Stock Options, ESPP and company stock. We help you: • Strategize for and optimize equity compensation. • Leverage your compensation to achieve your financial goals; whether it’s buying a home, taking a sabbatical or financial independence. • Understand, maximize and utilize employee benefits. • We manage your investments to align with your financial goals. Why Partner with Us? • Collaborative Process: Together we collaborate to optimize your complex finances. • Emphasis on you: Emphasis is on you, the future you envision, helping attain it! • We’ve walked in your shoes: As seasoned high achieving professionals in a dynamic landscape. Managing a demanding career, a busy personal life and navigating key equity compensation milestones. Want to find out more about our services, approach and how we can work together? Schedule an Introductory Call at: https://chrysalidfinancial.com/book-consultation/ Faith’s professional and educational background: Prior to Launching Chrysalid Financial Faith counseled high net-worth families with cross-border lifestyles and finances. As a former spouse to a technology professional, she brings personal experience to helping clients navigate decisions regarding equity compensation and the myriad of other employee benefits specific to the Tech industry. Previously, Faith provided consulting and research services to pension plans, foundations and endowments for 19 years as an investment professional and employee benefits consultant. Faith has an MBA in Finance from the University of Chicago Booth School of Business and has BSc. Degrees Information Systems and Business Administration. In addition to being a CFP® professional, she is a member of the Financial Planning Association, through which she volunteers as a pro-bono financial planner. Having lived on four continents and worked on three, Faith likes to travel in her free time – sampling new cuisines along the way.
Anand S
Series 65
Saratoga, CA
Investcraft Advisors LLC
Yi Ching T
Series 63, Series 66
San Jose, CA
Shalom Global Capital Group LLC
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Advisors near 95054
Out of 400,000+ nationwide