Financial advisor for tech employees
Anthony Syracuse, CFP® with Dynamic Financial Planning is one profile to compare for tech professionals navigating high income, equity compensation and tax-aware planning. He is fee-only, a fiduciary, based in Scottsdale, and states that he serves clients nationwide.
Planning topics for tech employees
RSUs and stock options, high-income tax planning, employer benefits, retirement accounts, concentrated stock and diversification.
Questions to ask
Ask about fiduciary status, fee structure, equity-compensation experience, tax-planning process, asset minimums and whether investment management is required.
Virtual planning
Dynamic Financial Planning is based in Scottsdale and states that it serves clients nationwide and virtually.