• Skip to primary navigation
  • Skip to main content
Marin Wealth Advisors, LLC.

Marin Wealth Advisors, LLC.

Registered investment Advisor

  • Investment Advice
    • Help with Your Investments
    • Investment Standards
    • ESG Investing
  • Financial Planning
    • Stock Compensation Advisors
    • 529 College Savings Plan
    • Estate Planning
    • MWA Personal Financial Coach
  • Retirement Planning
    • Retirement Financial Advisor
    • Employer 401K Plans
    • IRA Rollover Accounts
    • Business Retirement Plans
  • MWA Online Advisor
  • About
  • Blog
  • Contact
  • CLient Portal
  • Investment Advice
    • Help with Your Investments
    • Investment Standards
    • ESG Investing
  • Financial Planning
    • Stock Compensation Advisors
    • 529 College Savings Plan
    • Estate Planning
    • MWA Personal Financial Coach
  • Retirement Planning
    • Retirement Financial Advisor
    • Employer 401K Plans
    • IRA Rollover Accounts
    • Business Retirement Plans
  • MWA Online Advisor
  • About
  • Blog
  • Contact
  • CLient Portal

SF Bay Area Stock Compensation Advisors

The critical tax and investment decisions related to stock compensation need to be carefully analyzed on a case-by-case basis. This applies for all stakeholders in the tech industry and all other stock compensated positions.

Leading Stock Compensation Advisors - All SF (San Francisco) Bay Area.

Often, stock compensated employees attempt to do this analysis alone and end up with negative tax and investment results. Working together with our Experienced Team of Financial Planners and Investment Advisors positions you to make well planned and well executed decisions to get the most from your equity compensation

icon-Investment-Management

Cash Planning – Planning for Exercising Your Stock Options

  • Establish a budget to save the funds needed to exercise options
  • Generate liquidity to pay-off additional taxes that may result from grant, exercise, or vesting
  • Set salary deferral targets in ESPP’s as part of an overall budget

Incentive Stock Options, Non-Qualified Stock Options, Restricted Stock, and Employee Stock Purchase Plans - For All SF Bay Area Stakeholders.

  • Review the different tax consequences of ISOs, NQSOs, RSUs and ESPPs
  • Develop the best strategies to help minimize your tax liability
  • Tax Implications of Stock Compensation
icon-Stock-Compensation
icon-Financial Planning

Investment Planning & Education – When & How to Diversify

  • Pros & cons of retaining concentrated employer stock positions vs. diversifying to a global portfolio
  • Weighing the merits of your investment decisions against tax consequences
  • Learning about the various investment options available to diversify concentrated stock positions
    • Individual stocks & bonds
    • Index funds
    • Mutual funds

Complimentary Stock Compensation Tax Review – ESPPs, ISOs, NQSOs, & RSUs

  • Gather the documents for your equity grant package
  • Prepare a list of questions you want to discuss
  • Contact Us for a Free 1-Hour Stock Compensation Plan Review in person, by phone, or a video-conference (Skype)
estate-icon6

Marin Wealth Advisors LLC is not a CPA or tax preparation firm.
We work closely with our clients’ CPAs and tax professionals to provide the best possible financial planning and investment advice.

Working With Marin Wealth Advisors

Fee-only Investment Management
Financial Planning at an hourly rate
No commission, no conflict of interest

Request a free one-hour financial review