Insights
Aaron Agte
What should I look for in a financial advisor?

How do I know if this is the right financial advisor for me? What questions should I ask?

What should I look for in a financial advisor?
Equity Compensation
Aaron Agte
When do I exercise my Incentive Stock Options?

The decision of when to exercise ISOs comes with a variety of tax and investment concerns unique to each individual. Here are some of the factors I help clients consider when planning around stock options.

When do I exercise my Incentive Stock Options?

Financial Advisor

Three of my favorite client success stories

Three of my favorite client success stories

Three client situations that share a similar foundation. A husband and wife, both working in tech with a high household income, plus some equity compensation. In all three cases, even though they are not yet financially independent, the clients and I would consider them a success. They are living their ideal life.