Chris Baum, CFA — Co-Founder

Our goal is to work alongside individuals and families throughout their financial journey in life. We launched in January 2020 and believed tech employees were ignored by the financial services industry. While the industry usually looks to serve retirees or those close to it with big portfolios, it ignores an entire generation of high income tech professionals that want and need financial planning now. However, we find that many think they aren't able or eligible to work with an advisor yet, and that's not the case. So we now build financial plans for tech employees and their families so they can avoid the burnout and become work optional. And the results have been pretty fantastic. Since then, we've helped people: → make decisions around their stock compensation and plan for their equity → navigate their employee benefits → optimize their cash flow streams → minimize their tax burden → achieve their financial goals If you're interested in learning more: https://calendly.com/chris-baum-2/get-to-know-meeting There is no upfront cost to scheduling a time to chat with us. Our goal is to learn more about your situation, share how we work with people, and see if their is a mutual in working together.

Stackforce AI infers this person is a Financial Advisor specializing in tech employee financial planning.

Location: Irvine, California, United States

Experience: 13 yrs 9 mos