Faith Counio, CFP<sup>&reg;</sup> - Financial Advisor

Faith Counio, CFP®

Founder & Financial Planner

Chrysalid Financial LLC

Virtual
San Francisco Bay Area, CA 94560
FINANCIAL ADVISOR'S WEBSITE
(415) 226-9848 CONNECT WITH Faith
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General

Faith Counio is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Chrysalid Financial LLC in San Francisco Bay Area, CA and the surrounding communities.

Financial Advisor Overview

Chrysalid Financial provides comprehensive financial planning and investment management. We serve high achieving mid-career women in Tech with equity compensation; both locally and across the country. 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.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Mutual Funds, Getting Married, Job Loss, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources