Description: Navigate your equity decisions with confidence. From option exercises to selling company shares, I'll guide you through tax-efficient strategies and risk management. With a focus on education, I ensure you understand every step, empowering you to make informed financial decisions now and in the future.
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Empowering you to make better-informed decisions and achieve your goals
"I don't know what I don't know." It's the number 1 thing I hear when meeting with someone for the first time. Understanding how "all of this" works is step one in making smarter financial decisions today and avoiding missteps in the future.