Entrepreneurs

How do I manage my stock options and deferred compensation plan?

How do we minimize taxes with our investments?

How do we plan for the sale of our business?

Los Angeles financial advisors helping entrepreneurs (including Silicon Beach) navigate their financial strategy.


Andrew spent more than a decade in the technology field. He even spent time at startups (although he didn’t hit the startup lottery). He also spent time at large corporations. Being involved in both small and large organizations, he understands the many types of financial considerations you face, including stock options and deferred compensation plans.

Another common question that we can help to evaluate is whether to roll out of a company 401k plan when you leave an employer (or keep it there).

Bob and Andrew will listen to your needs and partner with you to develop reasonable objectives. We will discuss investment philosophy and incorporate your holistic objectives into your new personalized strategy. 

Experience the benefits of comprehensive wealth management. 

Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Youtube
Consent to display content from Youtube
Vimeo
Consent to display content from Vimeo
Google Maps
Consent to display content from Google