Top advisors focused on technology professional in the US
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, your income and benefits might include stock options or RSUs (restricted stock units) that vest over time, which can complicate your financial planning. A common mistake is not aligning your financial moves with the timing and tax implications of these equity awards, potentially costing you more in taxes or missed growth opportunities.
- Equity award timing. Ask how they plan around your stock vesting schedule to optimize tax outcomes and liquidity.
- Tax impact awareness. Confirm they understand how different equity types affect your tax bill and withholding.
- Cash flow planning. See if they integrate your variable tech income and bonuses into your budget and savings goals.
- Career transition insight. Check if they advise on financial moves related to job changes common in tech careers, like stock option exercise or relocation costs.
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 specializes in serving technology professionals, bringing expertise in tax-loss harvesting and sustainable investing, which can help manage the complexities of equity awards common in tech careers. Based in Costa Mesa, CA, Wanqiu operates within Citigroup Global Markets, a large firm known for multi-asset strategies and serving high-net-worth clients, with a negotiable fee structure up to 2% AUM, distinguishing her from advisors at smaller firms or with different client focuses.
Experience: 4 years
Avg account: $714,318
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Arron T
CFP®, Series 66
Pittsburgh, PA
Edward Jones
Arron Thompson specializes in financial planning for technology professionals, with expertise in retirement income strategy and college savings plans, which can complement managing tech-related equity awards. Based in Pittsburgh and affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a fee structure up to 1.35% annually and brings a unique perspective from his military background and four years of industry experience.
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 tailored financial planning that considers stock options and RSUs common in tech careers. Based in Denver, he provides flat-fee and hourly project-based planning, integrating tax-aware strategies and socially responsible investments. His experience includes consulting on financial well-being and benefits, distinguishing him with a comprehensive approach that balances active and passive portfolio management for mid-career and high-net-worth clients.
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 by integrating his expertise in business ownership and succession planning with a deep understanding of tech industry financial nuances. His dual CFP® and CFA® credentials, combined with a decade of experience and a focus on high-net-worth clients, distinguish him from others by offering comprehensive, independent financial management with a personal chief financial officer approach in Orinda, CA.
Experience: 10 years
Avg account: $4,930,664
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James L
Series 65
New Providence, NJ
Xpotential Inc.
James Lovas specializes in serving technology professionals, leveraging 10 years of experience and a Series 65 designation to manage wealth with a focus on passive and active portfolio strategies. Operating independently at Xpotential Inc. in New Providence, NJ, he caters to high-net-worth clients with discretionary portfolio management, employing globally diversified, low-cost index funds and ETFs, and offers specialized services like Treasury Management and 401(k) plan-level management, distinguishing him from advisors with narrower scopes.
Experience: 10 years
Avg account: $1,093,343
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