Financial planning and long-term thinking enhances short-term decision making.

I run a private wealth management firm exclusively for Millennials in technology with stock-based compensation.

I've worked with clients from well-known companies, like Google, Meta, Spotify, Coinbase, Airbnb, Twilio and Etsy — to name a few. My expertise has allowed me to help clients pay less in taxes, take sabbaticals, pay off debt, and become financially independent.

I want to help more Millennials in tech build wealth and use equity compensation to live a life of fulfillment. And that's why I've created The Employee Stock Options Playbook.

Over the years, I've deepened my expertise and have become a financial expert and a go-to resource for national media outlets. In addition to being named as Investopedia's Top 100 Most Influential Financial Advisors in the country, I've created content for top investing publications, like Morningstar. I have been featured in the Wall Street Journal, Forbes, CNBC, Investment News, and many more for my work with clients.

If you're a Millennial in tech with stock options, this course is for you.

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