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Expert Financial Planning for Meta Professionals

Working at Meta comes with a dynamic compensation package—equity awards, ESPP, bonuses, and a generous 401(k). While these are powerful wealth-building tools, they also create complexity. That’s where we step in.

We provide strategic financial planning tailored specifically for Meta employees. Whether you’re navigating new equity grants, planning for a big career move, or preparing for early retirement, we offer the guidance you need to turn your benefits into long-term financial freedom.

Key Areas We Help With

RSU & ESPP Planning

Understand your vesting schedule, create a tax-efficient sale strategy, and build a diversified portfolio that works for you—not just your employer.

401(k) & Roth Strategies

Take full advantage of Meta’s retirement plan, including Mega Backdoor Roth options, to grow your tax-advantaged savings faster.

Tax Planning for Equity Compensation

Minimize short- and long-term capital gains, avoid AMT surprises, and integrate your equity into a complete tax strategy.

Cash Flow & Budgeting Support

Balance high earnings with smart spending, saving, and investing—all aligned with your personal goals and values.

Insurance & Benefit Optimization

Maximize the value of Meta’s health, disability, and life insurance plans with coordinated advice that protects your future.

Career Flexibility & Sabbatical Planning

Whether you’re considering a break, changing teams, or exiting the company, we model financial outcomes so you can move with confidence.

Why Meta Employees Work With Us

We’re a fiduciary financial planning firm located in the Bay Area, with years of experience working with professionals at Meta and other leading tech companies. Our advice is always:

  • Independent – no commissions, no sales pitches

  • Tech-focused – we speak RSU, ESPP, AMT, Mega Roth fluently

  • Personalized – tailored to your career path and financial goals

We don’t just manage your investments—we help you manage your entire financial life.

Let’s Turn Your Compensation into a Clear Financial Plan

Talk with a fiduciary advisor who understands Meta’s compensation and can help you move forward with clarity.

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Location 

For our clients’ convenience, we conduct meetings virtually. While our home base is in San Francisco and the Bay Area, we proudly serve households across the U.S. and internationally.

 

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Mailing Address 

1999 Harrison St

Suite 1800 

Oakland, CA 94612  

 415-295-6206 

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