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Fee-Only Financial Advisor for Women in Tech | JaneFinancial

Jane Financial is a fee-only fiduciary financial advisor, specializing in equity compensation and tax planning for women in tech. ✓caring ✓unbiased ✓independent
Categories: Blogs/Wiki, Business
Topics: fee-only financial advisor for women in tech, financial advisor for superstar women in tech, jane financial, janefinancial

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upstartwealth.com

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Upstart Wealth Management | Home
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secfi.com

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The leading financial advisor for tech people — Secfi
Secfi is the leading provider of equity planning, stock option financing, and wealth management for startup employees.

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parkworth.com

parkworth.com parkworth.com           
Parkworth Wealth Management | Fee-Only Financial Planner San Francisco
Our wealth management firm helps tech professionals get off tech’s
financial rollercoaster and take control of their financial success.

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kbfinancialadvisors.com

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San Francisco Financial Planning, Stock Options Consultant for IPOs
We provide financial planning & wealth management to tech industry professionals in San Francisco, CA. Specialties: stock options, IPOs, & wealth management

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amafinance.org

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About | AMA Finance
About | AMA Finance

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esofund.com

esofund.com esofund.com           
ESO Fund | Fund Your Stock Option Exercise
The Employee Stock Option Fund provides current and former employees of venture-backed companies with the cash needed to exercise their options and cover associated taxes.

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executivewealthplanning.com

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Equity Compensation and Retirement Planning
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eagleclawcapital.com

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Homepage : Eagle Claw Capital Management
Homepage : Eagle Claw Capital Management

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withcompound.com

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Compound - Wealth Management for Startup Founders and Employees
Compound - Wealth Management for Startup Founders and Employees

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danielzajac.com

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Zajac Group | Specializing in Employee Stock Options and RSUs
Independent financial advisors offering customized equity compensation solutions for those with employee stock options


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tanphan.com

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TAN Wealth Management | Certified Financial Planner (CFP®) San Francisco | Advisor
CERTIFIED FINANCIAL PLANNER™ Practitioner in San Francisco Bay Area.
Providing comprehensive financial planning to individuals and families,
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rhsfinancial.com

rhsfinancial.com rhsfinancial.com           
Financial Planners for Tech Professionals | Bay Area | RHS Financial
RHS Financial serves as financial advisors for tech professionals in the Bay Area. We provide financial planning to clients in San Francisco, North Bay, East Bay, and South Bay.

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exchangecapital.com

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Exchange Capital Management
Exchange Capital Management provides fee-only independent financial planning, and professional portfolio management to the Ann Arbor area and beyond.

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harnesswealth.com

harnesswealth.com harnesswealth.com           
Harness Wealth - Advice for Equity Owners
Join thousands of Builders who use Harness Wealth to discover equity tax advisors, financial planners, and tax insights. Instantly.

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yearend.com

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YearEnd | Tax management & optimization for tech and startup employees
YearEnd | Tax management & optimization for tech and startup employees

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vestedfinancialplanning.com

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Home - Vested Financial Planning-San Carlos, CA
Financial Planning with professional CFP® Tom Lo, in San Carlos, Menlo Park and Redwood City, CA. Specializing in Employee Equity, Investment Management and Ongoing Financial Planning Services for Gen X Silicon Valley Employees


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wrpwealth.com

wrpwealth.com wrpwealth.com           
Pre-IPO and Tax Planning | Werba Rubin Papier | Silicon Valley
Delivering reliable tax, investment, and financial planning services to Silicon Valley professionals since 1990.

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manafld.com

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Mana
At Mana Financial Life Design, we are devoted to improving the industry of
financial advice. Mana is a fee-only, fiduciary, financial planner in Los
Angeles.

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Leaving The Bay Area - Buying. Selling. Relocating. Simplified.
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flowfp.com

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Home - Flow Financial Planning, LLC
Are You a Woman in Your Early to Mid Career in Tech? Understand (Finally!) Your Financial Opportunities. Use Them to Confidently Live the Life You Want. Schedule a Consultation As seen in We have particular expertise in pre-IPO and IPO planning and not making people feel bad about their finances. Here are some more issues […]

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employeestockoptions.com

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Exercise Employee Stock Options, Liquidity for Your Stock Options
ESO provides current & former employees of venture backed companies with the cash needed to exercise options and cover associated taxes as well with ESO Fund

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General Dentistry Services & More in Denver with Cody Dental
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fyoozfinancial.com

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country. CERTIFIED FINANCIAL PLANNER™ professionals

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Tax & Accounting Services NYC | George Dimov, CPA
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equityeffect.com

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cordantwealth.com

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Cordant Wealth | Portland Financial Advisor for Tech Employees
We help you maximize your equity comp and lower taxes. We are a 100% fiduciary, financial advisor for tech employees in Portland, Oregon.

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Interior Designer | Vancouver Home Design - Sarah Gallop Design Inc.
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X and Y Advisors, Inc.
X and Y Advisors, Inc. is a location-independent and fee-only Registered
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stockoptionadvisors.com

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Michael Gray, CPA's Employee Stock Option AdvisorsMichael Gray CPA, Stock Option Advisors | Tax Information regarding Employee Stock Options
Tax advice for employees with employee stock options, especially incentive stock options and non-qualified stock options. Visit our articles and FAQs!

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myopenadvisors.com

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Open Advisors | Certified Financial Planner
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Infinitas — Kansas City Financial Advisors
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Manes Law California Residency Tax Home Page
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Miami's Leading Interior Design Studio
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The myStockOptions Blog
The blog of <a href="http://www.mystockoptions.com/" target="_blank">myStockOptions.com</a>, the leading online resource about all types of equity compensation <B>|</B> STOCK OPTIONS <B>•</B> RESTRICTED STOCK <B>•</B> RSUs <B>•</B> PERFORMANCE SHARES <B>•</B> ESPPs <B>•</B> SARs

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Home | California Capital Management
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