Financial advisor for Nvidia employees
Anthony Syracuse, CFP® with Dynamic Financial Planning is one profile to compare if you work in tech and receive equity compensation. He is fee-only, a fiduciary, based in Scottsdale, and states that he serves clients nationwide. This page does not claim any special affiliation with Nvidia.
Why compare advisors for equity comp
Tech employees with employer stock often need coordinated planning across vesting, taxes, cash flow and diversification.
Questions to ask
Ask how the advisor handles RSUs, stock options, concentrated positions, tax coordination and whether investment management is required.
No company affiliation
This page is educational. Anthony Syracuse is not endorsed by or affiliated with Nvidia. Compare multiple advisors before deciding whom to contact.