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Financial Planning Designed for Netflix Professionals

Netflix employees receive a unique compensation package that blends base salary with generous stock options and bonuses. While this opens the door to significant wealth-building opportunities, it also creates complexity. We’re here to help you make the most of it.

As a fiduciary advisor based in the Bay Area, we specialize in financial planning for professionals at companies like Netflix. From equity to taxes to long-term planning, our team brings clarity, strategy, and confidence to every stage of your financial journey.

What We Do for Netflix Employees

RSU & Stock Option Planning

Netflix offers generous equity—but without a plan, you may be overexposed. We help you manage grants, understand tax timing, and diversify wisely.

401(k) & Bonus Optimization

We’ll help you maximize your pre-tax, Roth, and after-tax contributions while aligning your savings strategy with long-term goals.

Tax Planning for Equity Comp

Avoid common pitfalls by planning ahead for capital gains, AMT, and withholding surprises—especially as your stock vests or is exercised.

Budgeting & Cash Flow Guidance

Translate irregular compensation into a steady plan that supports lifestyle goals, family needs, and peace of mind.

Benefits Review & Risk Protection

Make sure you’re taking full advantage of Netflix’s top-tier health, life, and disability insurance—and ensure your protection plan grows with you.

Exit Strategy & Career Transitions

Considering a role change, sabbatical, or exit? We help you plan ahead so your finances stay solid through big decisions.

Why Netflix Employees Work With Us

We’ve worked with tech professionals across the Bay Area, including Netflix team members, and we understand the fast-moving, high-stakes nature of your compensation structure. Our services are:

  • Fiduciary & fee-only – We always act in your best interest

  • Equity-comp savvy – Deep experience with RSUs, ESPP, and stock option strategies

  • Personalized & strategic – Tailored advice for your role, goals, and fam

Start Planning with Confidence

Book a Free Financial Strategy Session. Meet 1-on-1 with a Netflix-savvy advisor to discuss your unique goals and questions.

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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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