Top financial advisors working with biotech professionals
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you work in biotech, your income and career path can be unpredictable, with stock options and grants that vest over time. Without an advisor who understands these unique income streams, you might miss opportunities to optimize your financial growth or tax situation.
- Equity compensation insight. Look for advisors who can explain how to manage stock options and restricted stock units (RSUs) to balance risk and reward.
- Career transition planning. Ask how they help clients navigate job changes or company acquisitions common in biotech.
- Tax implications. Confirm they understand the tax timing and consequences of biotech compensation elements.
- Long-term growth focus. Ensure they consider your evolving career and financial goals, not just immediate gains.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Steve S
VerifiedCFP®
Eldersburg, MD
ABEL Financial Management Co.
Steve Stern is well-equipped to assist biotech professionals with their unique financial needs, offering expertise in Roth conversion strategy, early retirement planning, and general tax planning. Based in Eldersburg, MD, he leads a family-owned firm serving about 60 families, emphasizing a proactive, organized approach and acting as an accountability partner, which may appeal to high-net-worth clients seeking personalized, independent advice with a fee structure between 0.7% and 1.15% AUM.
Experience: 13 years
Avg account: $1,375,594
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Rajiv E
Series 66
San Francisco, CA
Merrill
Rajiv Eluthesen specializes in advising biotech professionals, particularly those managing equity compensation like stock options and RSUs, which are common in this field. With 15 years of experience at Merrill, a large firm, he also focuses on retirement income strategy and socially responsible investing, catering to millennial clients. His comprehensive approach balances current lifestyle enjoyment with long-term financial goals, setting him apart from advisors who may not integrate ESG considerations or target mid-career professionals.
Experience: 16 years
Avg account: $860,085
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Mark Y
CFP®, CPA
San Diego, CA
Clearview Financial, Inc.
Mark Young is well-equipped to assist biotech professionals with their unique financial needs, leveraging his 21 years of experience and dual CFP® and CPA credentials to provide tax-efficient planning and retirement income strategies. Based in San Diego, he serves high-net-worth clients with a fee structure that decreases as assets under management grow, offering a seasoned, independent perspective that balances long-term growth with peace of mind.
Experience: 22 years
Avg account: $2,301,406
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Alex C
CFP®, CFA®, EA
San Francisco, CA
Wealth Script Advisors
Alex Caswell Yatsenko specializes in advising biotech professionals with expertise in managing equity compensation such as RSUs and stock options, crucial for navigating the unique income streams in biotech careers. Based in San Francisco, he offers a flat-fee structure and serves high-net-worth clients, combining CFP®, CFA®, and EA credentials with 12 years of experience to provide personalized, boutique-style wealth management tailored to tech and biotech professionals.
Experience: 12 years
Avg account: $2,380,163
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Soumyalakshmi P
CFP®, Series 66
Redwood City, CA
Griffin Black, LLC
Soumyalakshmi Parasuraman specializes in advising biotech professionals, particularly those managing equity compensation like RSUs and concentrated stock, which suits the unique financial complexities of this field. Based in Redwood City, CA, she offers flat-fee and hourly pricing through Griffin Black, LLC, a firm experienced with high-net-worth clients in Silicon Valley's tech and biotech sectors, providing holistic wealth management and tailored financial planning.
Experience: 3 years
Avg account: $2,035,707
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