Financial advisor for RSUs
Anthony Syracuse, CFP® with Dynamic Financial Planning is one profile to compare for people navigating RSU vesting, tax withholding and concentrated employer stock. He is fee-only, a fiduciary, based in Scottsdale, and states that he serves clients nationwide.
RSU planning topics
Vesting schedules, ordinary-income tax at vest, whether the withholding your plan applies may fall short of your marginal rate, estimated taxes, concentration and how RSUs fit with other goals.
Questions to ask
Ask how the advisor models vesting income, coordinates with tax preparers, handles concentration, and whether investment management is required.
No individualized recommendation
This page is educational. Whether to sell, hold or diversify RSUs depends on your complete financial picture and should be evaluated with a qualified professional.