Am I Financially On Track? A 2026 Guide for Bay Area Tech Professionals

As a financial planner, I’ve had dozens of conversations with mid-career folks from the Bay Area and other expensive cities about their money. The people I talk to are typically high income earners – tech employees, self-employed business owners, and successful professionals.

How To Use Equity Comp to Fuel Your Financial Independence.

For Tech Employees: How to use equity based compensation to fuel your Financial Independence Overview When I used to work in Silicon Valley as a tech employee,

What I’ve Learned About Money Since My Own Great Resignation

What I’ve learned about money two years after my own great resignation: Remember the carefree days of December 2019?

My money is in a handful of stocks. I should probably sell, but what about taxes?

In this post, I’ll talk about: How much should you sell? Once you’ve decided, how do you reduce a concentrated position?