Mike Troxell

Oakland, CA

Verified Identity

Financial Planner at

Modern Financial Planning

Years of Experience

11 years

Member Since

2023

Allow Me to Introduce Myself

I help tech employees navigate their careers and their equity. Our firm ensures that clients spend more time and energy on what matters to them. Since 2013 I've seen almost every situation tech employees can encounter when it comes to their life and their finances. This experience, plus the network...

Clientele

Tech Employees

Software Engineers

Startup Employees

Tech Sales

High Net Worth Individuals

Women in Tech

Corporate Executives

Services Provided

Financial Planning

Tax Planning

Investment Planning

Investment Management

Specialties and Expertise

Tax Minimization Inv...

Tax Preparation

High Net Worth Planning

Portfolio Construction

Credentials and Designations

CPA

Certified Public Accountant

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Series 65

Series 65 - Uniform Investment Adviser Law Exam

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Pricing Models

Flat FeeAUM

Education

Northeastern University

Bachelors Degree in Business Administration Concentrations: Finance and Accounting

Obtained in 2010

Disclosures and Proof of License

SEC Profile

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