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Financial Advisors Who Can Help With Tech

Specializes in Tech
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Specialties and Expertise

Portfolio Construction
Wealth Accumulation and Preservation Strategies
Retirement Income
+10

Typical Clientele

Business Owners
Tech Employees
Veterans & Active Duty Military
+12
Services Provided
  • Investment Management
  • Retirement Planning
  • Financial Planning
Pricing Models
  • AUM
  • One Time Fee
  • Hourly Fee

Specialties and Expertise

Tax Minimization Investment Strategies
Tax Preparation
High Net Worth Planning
+1

Typical Clientele

Tech Employees
Software Engineers
Startup Employees
+4
Services Provided
  • Financial Planning
  • Tax Planning
  • Investment Planning
Pricing Models
  • Flat Fee
  • AUM

Specialties and Expertise

Retirement Income
High Net Worth Planning
Portfolio Construction
+2

Typical Clientele

Retirees
Inheritors
High Net Worth Individuals
+3
Services Provided
  • Retirement Planning
  • Tax Planning
  • Financial Planning
Pricing Models
  • Flat Fee

Specialties and Expertise

High Net Worth Planning
Cash Flow Analysis
Retirement Income
+17

Typical Clientele

Business Owners
Retirees
Tech Employees
+15
Services Provided
  • Tax Planning
  • Investment Management
  • Retirement Planning
Pricing Models
  • AUM

Specialties and Expertise

Cash Flow Analysis
College Planning
Retirement Income
+3

Typical Clientele

1st Generation Americans
Tech Employees
New Investors
+4
Services Provided
  • Financial Planning
  • Investment Management
  • Tax Planning
Pricing Models
  • Flat Fee
  • AUM

Specialties and Expertise

Tax Minimization Investment Strategies
Retirement Income
Portfolio Construction
+2

Typical Clientele

Retirees
Business Owners
Tech Employees
+2
Services Provided
  • Investment Management
  • Retirement Planning
  • Financial Planning
Pricing Models
  • AUM

Specialties and Expertise

Cash Flow Analysis
Debt Management
Portfolio Construction
+5

Typical Clientele

New Investors
Tech Employees
Startup Employees
+2
Services Provided
  • Financial Planning
  • Investment Management
  • Tax Planning
Pricing Models
  • AUM
  • One Time Fee
  • Hourly Fee

Specialties and Expertise

High Net Worth Planning
Portfolio Construction
Cash Flow Analysis
+3

Typical Clientele

Business Owners
Tech Employees
Retirees
+2
Services Provided
  • Investment Management
  • Retirement Planning
  • Financial Planning
Pricing Models
  • AUM