Executives
Don’t let a big equity package become a big concentration risk. Build a plan to diversify it intentionally.
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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
Latino
Women & Female Leaders
Don’t let a demanding career keep you from making intentional decisions about your wealth. Your money deserves your attention, too.
Major Milestones I Specialize In
Career Changes or Job Loss
When your job changes, pause before making equity decisions: vesting, taxes, and option deadlines can change quickly
Compensation Changes
A higher salary or equity package can change your entire financial picture. Review the tax impact, equity decisions, and long-term strategy before you make changes.
Early Retirement or Financial Independence
Financial independence starts with a clear number. Know what you need to fund your life, then build your investments and income strategy around it.
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
I help clients turn complex equity compensation into a coordinated wealth strategy. We start by understanding your compensation, financial goals, and the decisions ahead. From there, we evaluate RSUs, ESPPs, ISOs, NQSOs, deferred compensation, and pre-IPO equity alongside your cash flow, taxes, investments, retirement goals, risk management, and estate plan. Together, we identify and prioritize the decisions that can have the greatest impact, whether that means when to exercise or sell equity, how much to diversify, how to manage taxes, or how your wealth can support your long-term goals. We then implement the strategy and continue to monitor and optimize it as your compensation, career, and life evolve.
Disclosures
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.