Best Financial Advisors in San Carlos, CA

A hot topic within the Silicon Valley tech professionals’ circles is total comp. If you want to read debates about the subject, go no further than Team Blind.com. There, you’ll read how people define total comp, along with lively discussions about how people determine if their total compensation package is fair. Most agree that total comp is generally seen as your base salary + bonus + equity. However, most people don’t agree on what is fair. Especially when it comes to equity. If you are evaluating taking a job at a start-up, series E company, or a publicly traded mega-firm, then you need to know if your total comp package includes a fair share of equity. Once you have received an equity grant, your journey to make the most of it starts. You have to navigate important decisions around exercising, selling, or holding during events such as lockups, tenders, IP Os, and decisions influenced by external and internal factors. Your financial future often depends on these important, strategic decisions. RHS Financial is a leading Bay Area financial advisor specializing in this exact dilemma. The core of our business is to provide fiduciary advice and sophisticated financial planning that allows Silicon Valley tech professionals the tools to properly evaluate and manage their compensation packages and the tax ramifications that come with them.