Financial Planning for Apple Employees in the Bay Area
As an Apple employee, your compensation package is anything but ordinary. Between restricted stock units (RSUs), employee stock purchase plans (ESPP), bonuses, and a top-tier 401(k), it can be overwhelming to manage your financial future alone.
We specialize in helping Apple employees make the most of their unique benefits. Whether you’re a software engineer in Cupertino, a designer in San Francisco, or a manager in Sunnyvale, we provide tech-savvy, tax-smart strategies designed specifically for your needs.
What We Help With:
RSU & ESPP Strategy
Timing your stock sales to minimize taxes and diversify your portfolio.
401(k) & Mega Backdoor Roth Guidance
Make the most of Apple’s generous retirement options with the right contribution strategy.
Bonus & Cash Flow Optimization
Manage large bonus payouts effectively and align them with your life goals.
Tax Planning for Tech Professionals
Minimize AMT, capital gains, and state income taxes using smart planning techniques.
Equity Diversification & Risk Management
Don’t let your financial future ride on one stock—no matter how great the company.
Early Retirement & Lifestyle Planning
Map out your goals and get clear on what’s possible—whether that’s FIRE or a career pivot.
Why Choose Us
We’re a Bay Area-based fiduciary firm that understands the culture, language, and compensation structures of tech companies like Apple. Our founder has worked with clients from Apple, Google, Meta, and more. That experience means we know how to align your compensation with your vision of success.
Whether you’re managing an influx of RSUs, planning a home purchase, or saving for your child’s education, we make sure every financial decision supports your bigger picture.
Let’s Build Your Plan Today
Book a Free Intro Call. Get started with a 30-minute, no-pressure consultation.