Executives

Silicon Valley is globally recognized and built by talents like you, yet it’s taking up most of your time and energy.

Many of our clients team up with us to develop a sound stock option strategy plans, utilize deferred compensation plans, evaluate their risk management plans, and channel their income surplus to build their wealth. We can help you find simplified, yet intelligent and suitable solutions to secure your financial future if you’re grappling with any of the following questions:

• Will deferred compensation benefit my situation?
• Where do I start with my employee benefit selection?
• How can I develop an optimal strategy for Restricted Stock Units (RSUs) or Employee Stock Purchase Plans (ESPP)?
• How can I diversify my concentrated holdings?