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Financial Planning Tailored for eBay Employees

As an eBay employee, your compensation package is more than a paycheck. Between RSUs, ESPPs, a strong 401(k), and competitive bonuses, there’s a real opportunity to build lasting wealth—if you have a plan.

We specialize in working with tech professionals like you to transform compensation complexity into a clear and confident financial roadmap. Whether you’re a developer, product manager, or executive, we’re here to support your financial growth with experience and precision.

How We Help eBay Employees

RSU & Stock Compensation Planning

We help you make the most of your equity awards—understanding vesting, planning when to sell, and minimizing taxes.

401(k) Optimization & Bonus Strategies

Get clear guidance on contribution strategies, matching opportunities, and how to align your savings with your short- and long-term goals.

ESPP Guidance & Tax Planning

From discounted share purchases to avoiding tax surprises, we structure a smart, tax-aware approach to your stock purchases.

Budgeting & Cash Flow for Tech Professionals

High earnings can still lead to uncertainty. We help build a flexible, realistic plan to manage spending, saving, and investing.

Risk Management & Benefits Review

We ensure you’re fully utilizing eBay’s benefits, including health insurance, life insurance, and long-term disability protection.

Career Moves & Exit Planning

Whether you’re planning a role change, sabbatical, or exit from eBay, we help you navigate the financial impact smoothly.

Why eBay Professionals Work With Us

Our firm is based in the Bay Area and focused on the financial needs of tech employees. We’ve worked with professionals at eBay and similar companies to:

  • Simplify complex compensation packages

  • Reduce taxes on equity and bonuses

  • Prepare for early retirement or lifestyle pivots

As a fiduciary, fee-only firm, we provide unbiased advice—always in your best interest.

Build a Financial Plan That Works for You

Let’s explore how your eBay compensation can support the life you want to build.

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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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