Education

Insights & Resources

Expert perspectives on stock compensation, tax strategies, and financial planning for tech professionals.

March 2, 2022

2 Main Purposes for Financial Planning

There are two main purposes for financial planning: to ensure the availability of your funds whenever you need them and to keep the budget in check, either with yourself or with any financial planning firm. Financial planning can be done in business or personal. Simply maintaining a budget is a form

Virg Cristobal, CFP®

Equity Compensation

February 23, 2022

What Are Non-Qualifying Stock Options?

A non-qualified stock option means that it does not qualify for favorable tax treatment for employees. But what exactly does that mean? If you are an employee that has access to stock options for compensation or equity compensation in your job, you might’ve heard the term stock options and non-quali

Virg Cristobal, CFP®

Finance

February 21, 2022

Wealth Management for Diverse Needs

What is wealth management? Typically, this is an advisory service that combines financial services, budget, planning, and wealth management for particular clients. Most wealth managers personalize a strategy using various tools of financial products and services for the diverse needs of their clie

Virg Cristobal, CFP®

Finance

February 2, 2022

10 Wealth Management FAQs

10 Wealth Management FAQs: When it comes to financial goals and planning for the future, there are a few questions nearly everyone has. We’ve put together a list of some of the most frequently asked questions about wealth management to help you simplify the process. Check out these 10 wealth manage

Virg Cristobal, CFP®

6 Ways to Stay Focused on Your Financial Goals in 2022

Finance

January 27, 2022

6 Ways to Stay Focused on Your Financial Goals in 2022

Working toward your financial goals means that when you end 2022 you will definitely be further along than had you not started anything to begin with. If 2022 is going to be your year to increase financial security or just complete those goals that you have on the back burner, here are seven ways to

Virg Cristobal, CFP®

Finance

January 23, 2022

10 Questions to Ask a Financial Advisor

As a financial advisor, wealth management company and financial planner, it’s important that what we do fits with your lifestyle and your future goals and while we do this for dozens of families, not every fit is ideal. Each person works a little differently with their clientele so it’s important to

Virg Cristobal, CFP®

Equity Compensation

January 17, 2022

FAQ on Restricted Stock Units

What are Restricted Stock Units? A restricted stock unit also referred to as RSU is a type of compensation issued by an employer or company to an employee in the form of that company’s shares. They are issued to employees through a vesting plan and distribution schedule after an employee has achieve

Virg Cristobal, CFP®

9 Financial Tasks to Ring in the New Year

Finance

January 10, 2022

9 Financial Tasks to Ring in the New Year

As you begin the New Year, every part of your life is ready for a little update. May you’re beginning a new fitness regimen, starting a new daily habit, or finally decluttering a neglected closet. Don’t forget to give your finances the New Year treatment, too. Keep reading for 9 financial tasks to p

Virg Cristobal, CFP®

Is a Wealth Manager a Financial Manager?

Finance

December 29, 2021

Is a Wealth Manager a Financial Manager?

Wealth management is exactly what it sounds like, managing wealth or managing money and funds. The term wealth makes it sound like so much more but it’s really just the management of comprehensive financial advice with a wealth manager. Wealth managers handle complex financial issues and coordinate

Virg Cristobal, CFP®