Financial advisor for equity compensation
Anthony Syracuse, CFP® is a fee-only fiduciary with Dynamic Financial Planning, based in Scottsdale, Arizona. His profile states that he serves clients nationwide and works with tech professionals, founders, creatives and business owners, including people navigating equity-compensation situations.
What equity-compensation planning can cover
RSU vesting, stock-option exercises, concentrated employer stock, tax withholding, estimated-tax gaps, diversification and how those decisions fit with the rest of a financial plan.
How to compare advisors
Look for fiduciary status, fee-only compensation, experience with equity compensation, tax-planning process, whether investment management is required, and client reviews.
About Anthony Syracuse, CFP®
Anthony Syracuse is a fee-only fiduciary with Dynamic Financial Planning. He is based in Scottsdale and states that he serves clients nationwide and virtually.