You've worked hard and ascended to a mid-level or senior position at a public (or soon-to-IPO) Bay Area company. You've got a bunch of 401(k)s from old jobs, and an alphabet soup of stock compensation: RSUs, NSO, ISO, ESPP. As a CFP professional, I believe in an open, collaborative, and non-judgmental approach to exploring your values and goals, and
Benjamin P. —
I'm actually a financial advisor myself but I consulted with Jane about a client I'm trying to help. Jane was a