FINANCIAL PLANNING FOR GEN X & GEN Y TECH PROFESSIONALS WITH EQUITY

Make the most out of your employee equity so you can get the most out of your life

FINANCIAL PLANNING

INVESTMENT MANAGEMENT

Are You Vested?

Financial planning services for your employee equity & beyond

Ongoing Financial Planning

It’s about the lifestyle and planning for what you really want most

Investment Management

We invest for you to achieve the lifestyle you dream of

Free Webinar

Ready for Your IPO?

If you’re a Silicon Valley tech professional at a pre-IPO company that’s ready to IPO, attend this free webinar to learn how to make the most of your employee equity with this important liquidity event. Get answers to your questions below including:

    • When Can You Sell Your Employee Equity?
    • What Type of Employee Equity Do You Have?
    • Do You Have Too Much Employee Equity?
    • When Should You Sell Your Employee Equity?
    • What Should You Do With Your Proceeds?

Register now for this free webinar so you can get ready for your IPO!

By signing up for the free webinar you agree to receive email communication from Vested Financial Planning. You may unsubscribe at any time.

Meet Tom

Where to start with Vested Financial Planning

Understanding your employee equity doesn't have to be hard

 

Get the free guide:

The Quick & Easy Guide to Understanding Your Employee Equity

You’ve earned it. Start using your equity to really get ahead.

 

TOM LO, CFP®, MBA

Vested Financial Planning

 

San Carlos, CA 94070 

 tom@vestedfinancialplanning.com

Phone: (650) 315-7372

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