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Financial Planning for Amazon Employees

At Amazon, your total compensation goes far beyond your base salary. RSUs, a robust 401(k), and various benefits make your financial picture complex—and full of opportunity. That’s where we come in.

We specialize in working with Amazon employees, helping you turn your hard-earned benefits into a clear and achievable financial plan. Whether you’re at Amazon HQ in Seattle or a Bay Area-based engineer, we’re here to guide your next financial move with precision and care

How We Help Amazon Employees

RSU Management

We help you create a plan around your vesting schedule, evaluate tax consequences, and decide when and how much to sell—so your equity supports your bigger goals.

401(k) & Mega Backdoor Roth Strategies

Amazon offers powerful retirement tools. We’ll show you how to maximize contributions, minimize taxes, and optimize long-term savings using after-tax contributions.

Tax-Efficient Compensation Planning

From AMT to capital gains, we structure your finances to minimize tax drag and keep more of what you earn.

Diversifying from Amazon Stock

Avoid being overexposed to a single company’s stock. We’ll create a plan to gradually diversify your holdings while staying aligned with your risk tolerance.

Benefits & Insurance Review

Make sure you’re getting the most out of Amazon’s benefits—health, HSA, life insurance, and more.

Life and Career Transitions

Thinking about taking a sabbatical, switching roles, or leaving Amazon? We’ll model the financial impact so you can move forward confidently.

Why Amazon Employees Choose Us

We’re a fee-only, fiduciary financial planning firm rooted in the Bay Area, with a deep understanding of how Amazon’s compensation works. Our experience allows us to:

  • Speak your language—RSUs, Mega Backdoor Roths, ESPPs, and more
  • Provide unbiased advice—no commissions, ever
  • Support you through every phase—onboarding, growth, transitions, and retirement

Ready to Get Started?

Let’s explore your goals and how your Amazon package can help you get there.

 

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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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