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Equity Compensation Planning

Do you work in tech & media?

Our team has a wealth of experience in working with clients at tech and media companies. We’ve helped product managers at Google make decisions around their RSUs, Apple engineers add additional contributions to their 401ks.... the list goes on.

We’ve found that as a tech professional you are uniquely situated to own your financial future early on in your career. This is not just because of the work that you do and the salary you’ll earn, but because of the less “shiny” or “obvious” benefits of your compensation package that will allow you to move closer to your financial goals when exercised in the right way.

Ready to learn more? Register for an upcoming webinar.

Helpful Tips To Navigate Equity Compensation:

Not all benefit packages are created equal. Reviewing your benefits with a professional can help you maximize the impact of your benefits.  Having a plan to exercise stock options will help you avoid being hit with a huge tax bill.
If you have been granted Restricted Stock, you will be taxed when your shares vest. Aligning your financial plan with your vesting schedule is important. Aligning your investment portfolio with your goals, investment time horizon, and stage of life will help you achieve your goals more efficiently.
Having zero debt, an emergency fund and maxing out your 401(k) puts you in an ideal position to take more risks with your equity compensation. Some tech and media companies offer a unique benefit which allows you to add more to your 401(k) than the typical $19,500 annual limit. Find out if your company offers this benefit!

Understanding Your Equity Compensation and Employee Benefits

A major part of our role in guiding our tech clients is helping them understand their wide-ranging benefits and how each benefit impacts the rest of their financial life.

Everyone has their own set of goals. Whether you desire to own real estate, create a work-optional lifestyle or simply increase your net worth, we work with you to create a Financial Life Plan® and ensure you are truly maximizing your benefits and earning potential.

While we work with clients across the country at a variety of companies, we've compiled a short list of companies with which we are highly knowledgeable to help you continue on your journey to owning your financial future.

Learn more about your company's compensation plan:



Schedule Your Fit Call

What does an "Equity Compensation Associate" Do?

An Equity Compensation Associate is a designation offered by the Certified Equity Professional Institute. Per the institute a person who holds their ECA designation has a working knowledge of equity compensation terminology and the ability to read and interpret plan documents. They have an understanding of transaction types and securities law requirements and a basic understanding of equity compensation accounting, which plays a key role in making decisions around how to exercise your options.

Hiring the right team to help you make decisions around your Equity Compensation and plan for your financial future can be overwhelming. You want to find someone who has the technical expertise to help you make educated decisions. It also helps to work with someone who can relate to the stage of life you are in. Our team is rooted is decades of experience and we hold a number of technical designations, including Equity Compensation Associate.  

Meet Gideon. 


Gideon Drucker, CFP® AIF® ECA® founded our Wealth Builder division and our H.E.N.R.Y. Syndrome® services, which are designed to help young, prospering professionals find their financial footing. Here is a rundown of Gideon's achievements obtained while working with tech professionals.  

  • CFP® Professional 
  • Accredited Investment Fiduciary®
  • Equity Compensation Associate®
  • InvestmentNews 40 Under 40, Class of 2023
  • Investopedia Top 100 Advisor 2022 & 2023
  • Named a Top Next Gen Advisor by Forbes in 2019-2020
  • Named a Top 7 NYC Financial Advisor by Money Under 30
  • Included on Business Insider's list of the Best Financial Advisors for Millennials
  • Author, "How to Avoid HENRY Syndrome®"

Forbes Next-Gen Best-In-State WinnerCertified Financial Planner, New York

Where to start? 

Our process begins with a 15-Minute Fit Call.


*Information is provided for educational purposes only and does not constitute a recommendation. All data is derived from sources deemed reliable.