I specialize in helping software developers and data engineers at tech companies navigate the complexity of equity compensation (RSUs, ESPPs, ISOs) and maximize their wealth through strategic tax planning. If you're vesting six figures in company stock annually and wondering how to optimize the tax hit, when to sell, and how to diversify without leaving money on the table—I can help. TYPICAL CLIENT: - $200K-500K household income - $100K-300K+ vesting in RSUs annually - Works at companies like Microsoft, Amazon, Google, Meta, Apple, Salesforce, Adobe, Intel, etc. - Dealing with: Tax complexity, concentration risk, when-to-sell decisions, Mega Backdoor Roth eligibility, AMT on ISOs MY EXPERTISE: - Equity compensation optimization (RSUs, ESPPs, ISOs) - Strategic tax planning for high earners - Diversification strategies & concentration risk management - Tech industry benefits analysis & optimization I translate complex financial strategies into clear action plans—because you'd rather spend your time coding than Googling "what happens if I exercise my ISOs." While my expertise is rooted in the tech community, I'm always happy to have a conversation with high-earning individuals and families ($200K+ household income) who value comprehensive financial planning and strategic tax optimization. If you're dealing with complex financial situations—regardless of industry—let's talk. CREDENTIALS: - CERTIFIED FINANCIAL PLANNER™ Professional - NAPFA Board Member (Genesis Board) - B.S. Finance, Magna Cum Laude | Arizona State University - Fee-Only Fiduciary Based in Arizona, serving clients nationwide via virtual meetings.

As a CFA and CFP® in the U.S. and Canada, with over a decade of experience in cross-border wealth management, I bring a wealth of expertise and a unique cross-border perspective to my clients. Having lived and worked extensively in both the United States and Canada, I have an intimate understanding of the financial landscapes, regulatory environments, and investment opportunities in both countries. Moving to Canada, and then back to the U.S. again, allowed me to experience the things many of my clients go through when moving across an international border. Some things can only be learned through experience. This diverse background allows me to provide comprehensive financial advice tailored to the needs of clients on either side of the border. In practice, I specialize in helping individuals and families achieve their long-term financial goals through personalized financial planning, investment management, and wealth preservation strategies. I am particularly adept at working with clients who have cross-border financial interests, ensuring seamless integration and optimization of their financial plans.

Martin Guerrero is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. He has worked at Meridian Passage since 2025 and previously held roles at TerraNova Capital Equities, Courtyard Advisors, Rhythm Beverage Group, Circle AMG, and SunChase Holdings. Outside of his advisory work, he serves as a director for Agave Pay, Inc., a payment processing company, advising on corporate strategy. Meridian Passage, LLC provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, focusing on personalized financial plans and investment policy statements, using mainly passive, low-cost funds and managing accounts under client-granted discretionary authority.

Patrick Moore is a financial advisor with CBK Financial Advisors LLC in Mesa, AZ, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has been with CBK Financial Advisors since 2017 and also operates East Valley Fiduciary Services, where he serves as an estate operations administrator. Additionally, Mr. Moore works as a licensed insurance agent. CBK Financial Advisors LLC provides portfolio management, financial planning, and pension consulting services for individuals, high-net-worth clients, and employee benefit plans. The firm employs a disciplined investment process combining fundamental analysis, modern portfolio theory, and technical analysis, offering a range of investment vehicles and a formal selection process for third-party managers.

Fanar Nissan is an advisor at Akkadian Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities, JPMorgan Chase Bank, Valic Financial Advisors, Merrill, and Bank of America. Akkadian Wealth LLC is a state-registered independent investment adviser serving individuals, high-net-worth clients, and small businesses with asset management, wealth planning, and consulting services. The firm employs an active, tailored investment approach using fundamental analysis, Modern Portfolio Theory, and technical analysis to align portfolios with client goals and risk tolerance.

Kyle Rakestraw is a financial advisor at Verab Financial Advisory LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Honeywell International and a period of retirement. Verab Financial Advisory is an independent firm serving individual clients seeking financial literacy, budgeting, retirement planning, and decision support. The firm focuses on client education and guidance without discretionary portfolio management, using analysis and AI tools to support personalized recommendations.

Robert Burger is a CFP®-certified financial advisor with 26 years of industry experience. He is the sole advisor at Disciplined Money, LLC, an independent firm he has led since 2015 in Phoenix, AZ. The firm provides financial planning, investment consultation, and portfolio management primarily to individual investors and their families, occasionally working with retirement plans connected to existing clients. Disciplined Money follows an investment approach based on Modern Portfolio Theory and the efficient market hypothesis, focusing on diversified portfolios using mutual funds and ETFs, and typically manages client assets directly without outsourcing.

Ian Tinker is a CFP® professional with 18 years of experience in financial advising. He has been the principal advisor at Busine Wealth since 2014 and holds a Series 66 license. Ian is also a licensed insurance agent and engages in the sale of insurance products. Busine Wealth offers comprehensive wealth management, financial planning, pension consulting, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm uses a combination of fundamental, technical, cyclical, and charting analysis in portfolio construction and provides both discretionary and non-discretionary management, including pension consulting under ERISA fiduciary standards.

Robert Keats is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of experience. He is principal at Keats, Connelly & Associates, Inc., an independent firm based in Phoenix, AZ. His career includes long-term roles at his own firm and related entities focused on cross-border tax and fiduciary services. Keats, Connelly & Associates serves high-net-worth individuals with U.S.–Canada cross-border financial planning needs, offering fee-for-service planning, consulting, and educational seminars. The firm specializes in comprehensive plans addressing taxation, estate, immigration, and related issues, and refers clients seeking investment management to independent advisors.

Paul Drake Stockard is a financial advisor at DSA Asset Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at DSA Asset Management since 2016. DSA Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporations and other businesses. The firm offers investment advice across a broad range of asset classes, using multiple analytical methods and active trading strategies tailored to client risk tolerance.

Ariane Jariwala is a CFP® and Series 63-registered advisor with over 14 years of experience, including a long tenure at The Vanguard Group, Inc. She is the founder of Jariwala Financial Wellness, LLC, where she provides fee-only financial planning and consulting. Jariwala Financial Wellness serves individuals and families by offering budgeting, debt management, retirement and college-savings planning, investment education, and tax and insurance planning guidance. The firm focuses on investor education and DIY portfolio guidance, charging flat fees and subscription options rather than asset-based fees or commissions.

David Harris is the principal of Harris Investment Advisors LLC in Scottsdale, AZ, with 24 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to founding his current firm, he was involved with Alternative Investment Advisors, LLC and has operated Harris Advisors, LLC since 2002. In addition to his advisory role, he operates a separate insurance agency and a distinct registered investment adviser, both based in Scottsdale. Harris Investment Advisors provides fee-based advisory services to individuals, trusts, and estates, focusing on planning-driven, individualized investment management. The firm employs diversified, long-term asset allocation strategies that may include ETFs, mutual funds, equities, fixed income, annuities, and option strategies, serving approximately 87 client relationships with $28 million in discretionary assets under management.

Eric Matthews is a financial advisor at EDM Capital, LLC in Phoenix, Arizona, holding a Series 65 designation with 13 years of industry experience. He has worked at EDM Capital since 2017 and previously spent two years at LourdMurray (Lourd Capital, LLC). EDM Capital provides discretionary asset management, financial planning, and consulting services to individuals, trusts, corporations, and retirement plans. The firm uses model portfolios with six risk-based allocations and three management styles, including a traditional smart-beta multi-factor approach, a tax-managed option, and a Catholic/Christian socially responsible investment strategy following USCCB guidelines.

Corbin Hixson is a financial advisor with Alpha Squared Capital, LLC in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. Prior to founding his current firm in 2019, he worked at Roncancio Wealth Management, Inc., Hornor Townsend & Kent Inc, Cambridge Financial, and Penn Mutual Life Insurance Co. Outside of financial advising, he is also a licensed REALTOR affiliated with Realty ONE Group, where he has been involved in real estate sales since 2014. Alpha Squared Capital, LLC serves individuals and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis with active and passive strategies, and uniquely incorporates real estate-related planning services alongside traditional investment management.

Kathleen Owens is a financial advisor at Aurora Financial Planning & Investment Management LLC in Scottsdale, AZ, with 12 years of industry experience. She holds the Series 66 designation and has worked at Aurora since 2018, following five years at Alta Pacific Wealth Management LLC. Aurora Financial Planning & Investment Management LLC provides discretionary investment management and financial planning services to institutional and individual clients, including individuals age 50+, single women, married couples, high-net-worth individuals, small business owners, and employer retirement plans. The firm emphasizes asset-allocation-driven portfolios using index mutual funds and ETFs, employs forward-looking risk analytics, and offers individualized planning with behavioral finance elements and flexible billing arrangements.

Ryan Taylor is a financial advisor at Conspecta Capital, LLC, with 11 years of industry experience. He holds a Series 65 designation and has been with Conspecta Capital since 2014. Conspecta Capital, LLC is an independent investment management firm serving individual clients with discretionary portfolio management. The firm primarily uses fundamental analysis supplemented by technical analysis to develop and rebalance target allocations, employing a mix of long-term, balanced, and occasional trading strategies under full discretionary authority.

Shane Farina is a CFP® professional with 17 years of experience in the financial advisory industry. He is the sole advisor at Box Hill Private Wealth in Scottsdale, AZ, where he has worked since 2022. Prior to that, he held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Box Hill Private Wealth manages approximately $137.5 million in discretionary assets for individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a multi-faceted investment approach that includes fundamental, technical, cyclical, quantitative, and qualitative analysis to construct long-term, actively allocated portfolios, offering strategies such as equity income, growth, tax-efficient, and ESG investments.

Jon Lindquist is the sole advisor at Linx Equities, LLC, an independent firm based in Scottsdale, AZ. He holds a Series 65 designation and has 25 years of industry experience, including 16 years with Linx Equities. Outside of his advisory work, he spends a small portion of his time giving private golf lessons. Linx Equities serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management along with limited consulting and hourly financial planning. The firm focuses on client-specific asset allocation with an emphasis on conservative money management and long-term buy-and-hold strategies, all managed personally by Mr. Lindquist.

Terry Salomon is the sole advisor at T.A. Salomon Asset Management PLLC in Phoenix, AZ, holding Series 63 and Series 66 designations with 16 years of industry experience. He has led his independent firm since 2013, focusing on discretionary portfolio management and financial planning. T.A. Salomon Asset Management serves individual and high-net-worth clients by preparing individualized Investment Policy Statements that outline client goals and risk tolerance. The firm employs a combined fundamental and cyclical analysis investment approach, utilizing both long-term and short-term trading strategies with discretionary trading authority.

My philosophy is to help as many as possible (Reach) while making those I'm helping smarter and savvier with their finances (Teach), all with an eternal/kingdom focus. ​ I spent the first 25 years of my career focused on building some of the world's most innovative technologies. It was thrilling. It was fun. I was also a client of a financial advisor during this time. Looking back, I can't believe I stayed with him for 20+ years. I was young, naive, and didn't know what I didn't know. In 2019, I arrived at a fork in the road. I reached the halftime of my career. In a decision based on faith, I pivoted and stepped through the proverbial open door to financial advising. That door led to another, which led to another. This is how I began my financial planning journey.​ Now, I'm setting out to be the advisor I wish I had. My mission is to be a biblically-centered advisor who cares for, gets to know, and proactively guides my clients to become financially free and to do it with an eternal stewardship mindset, sending treasures forward to where it matters. Read more of my story at https://www.r1t1.com/george