Executives
Do not let one company's stock become your retirement plan. RSUs, options, ESPP, deferred comp. I coordinate your equity with your taxes, your cash flow, and your life goals.
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Jaime L. Quinones
CERTIFIED FINANCIAL PLANNER™
CFP®, EA
Stockade Wealth Management25 N. Main Street, 2nd Fl, Marlboro, NJ 07746
Languages: English, Spanish
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
High Earning First Generation
First in your family to build wealth? I help you protect it, grow it, and support the people who rely on you.
Pre-Retiree
Retirement is not a one-day event - it's a life transition. I help you make it with clarity, a tested plan, and real confidence.
Major Milestones I Specialize In
Retirement Planning
Plan your first five years of retirement before you pick a date: income, taxes, and health coverage. I can help build that plan with you.
Sudden Wealth or Inheritance
A sudden windfall brings along alot of emotions along with big choices. I help you slow down, protect what you received, and proceed with a clear-headed plan.
Widowhood
Losing a spouse changes everything at once. I help you handle what is urgent, wait on what can wait, and plan ahead.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
My Planning Process Covers: 1) Retirement income planning and Social Security optimization 2) Equity compensation strategy — RSU taxation, NQSO exercise decisions, concentrated stock positions 3) Tax-efficient portfolio management and Roth conversion analysis 4) Healthcare planning and the Medicare transition 5) Estate planning coordination — working alongside your estate attorney to make sure your financial plan and your estate documents are aligned 6) Investment management, with a long-term, evidence-based approach built around your specific goals and risk tolerance
Disclosures
Advisory services offered through Stockade Wealth Management, a Registered Investment Advisor.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.