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?

IPO