Top financial advisors working with technology 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 technology, you might face unique financial challenges like managing stock options or planning for irregular income. Without an advisor familiar with these issues, you risk missing key opportunities or mismanaging your compensation.
- Equity compensation insight. Look for advisors who understand different types of stock awards and how to optimize their tax impact.
- Cash flow planning. Technology careers can have fluctuating income; ask how they help smooth spending and saving through ups and downs.
- Career transition support. Whether switching roles or starting a company, confirm how they guide financial decisions during change.
- Tech industry trends. Advisors aware of your sector’s cycles can better anticipate financial needs and risks.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Wanqiu W
Series 66
Costa Mesa, CA
Citigroup Global Markets
Wanqiu Wu is equipped to assist technology professionals with financial planning, leveraging expertise in tax-loss harvesting and sustainable investing, which can be valuable for managing stock options and fluctuating income. Based in Costa Mesa, CA, Wanqiu operates within Citigroup Global Markets, a large firm serving high-net-worth clients, offering multi-asset strategies and negotiable fees up to 2% annually, distinguishing her from advisors at smaller firms or with different fee structures.
Experience: 4 years
Avg account: $714,318
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Arron T
CFP®, Series 66
Pittsburgh, PA
Edward Jones
Arron Thompson is equipped to assist technology professionals with financial planning, leveraging his CFP® certification and experience in retirement income strategy and college savings. Based in Pittsburgh and affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers advisory programs with fees up to 1.35% annually, providing access to a broad range of investment options and services compared to smaller firms.
Experience: 4 years
Avg account: $246,728
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Zack G
CFP®
Denver, CO
True Riches Financial Planning
Zack Gutches specializes in serving technology professionals, offering expertise in managing equity compensation and cash flow planning, which are crucial for those with fluctuating incomes and stock awards. Based in Denver, he provides flat-fee and hourly financial planning, focusing on mid-career and high-net-worth clients, and integrates tax-aware strategies with both active and passive investments, distinguishing him from advisors who may not combine comprehensive planning with socially responsible options.
Experience: 5 years
Avg account: $655,488
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Dave B
CFP®, CFA®
Orinda, CA
Private Financial Management LLC
Dave Born is well equipped to assist technology professionals with their unique financial challenges, leveraging his 10 years of experience and expertise in business ownership and succession planning. As a CFP® and CFA® certified advisor based in Orinda, CA, he serves high-net-worth clients with an independent approach and a fee structure starting at 0.35% AUM plus quarterly fees, distinguishing him through comprehensive personal financial management and a background in investment management.
Experience: 10 years
Avg account: $5,408,468
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Sawyer S
Series 63, Series 66, Series 65
Johnson City, TN
Merrill
Sawyer Sams specializes in advising technology professionals on managing equity compensation, including RSUs, ISOs, and ESPPs, which is crucial for navigating stock awards and tax strategies common in tech careers. Based in Johnson City, TN, he operates within Merrill's large-firm environment, offering comprehensive wealth management and retirement planning services with a 1.10% AUM fee, distinguishing him through his CFA and CFP credentials and experience leading investment strategies at a prior firm.
Experience: 4 years
Avg account: $860,085
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