Beyond the Basics: Navigating NQSOs with Financial Planning for Tech Employees Non-qualified stock options (NQSOs) can be an incredible tool for wealth creation, but they’re also complex. For tech employees, especially those in high-paying roles in companies like Amazon, Nvidia, or Block, understanding the ins and outs of NQSOs can be the difference between maximizing financial opportunities and facing costly mistakes. In this post, we’ll break down the basics of NQSOs, explo

I’m excited to officially introduce Leslie Rea , who has joined our firm as a Certified Financial Planner®. Leslie brings more than a decade of experience in comprehensive financial and estate planning, along with a rare combination of technical excellence, empathy, and clarity. What truly sets Leslie apart is her ability to guide people through complex financial decisions during pivotal life moments—career changes, retirement, inheritances—while keeping the process grounded,

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