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.
What Our Clients Say
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.
Personalized Planning for San Francisco Bay Area Families and Professionals
At Modern Family Finance, we’re proud to be a top-rated San Francisco financial advisor serving individuals, couples, and families across the Bay Area. Whether you’re navigating tech equity, managing self-employment income, or planning for financial independence, our mission is to help you align your money with your life—intentionally and without judgment.
We are a woman- and LGBTQ-owned financial planning firm based in San Francisco’s Outer Sunset. We live here, raise our families here, and understand the unique financial realities of the Bay Area better than most. If you’re looking for a financial advisor in San Francisco who truly gets it—we’d love to meet you.
Whether you’re managing tech equity, growing a business, planning a family, or simply seeking clarity in a complex financial world, we’re here to help—with strategy, compassion, and zero judgment.