Equity Compensation. Simplified.
We specialize in financial planning for tech professionals navigating RSUs, stock options, AMT, and IPO decisions. Understand when to exercise, sell, and how to approach key tax considerations.
*Data as of December of 2025
We Work With
We work with employees at companies including:
Your Financial Plan Is Event-Driven.
Static quarterly meetings don't work when your wealth is tied to events. We track these events alongside you so key decisions stay on your radar.
Stock Vesting
✓ Vesting Schedules ✓ Excercise windows ✓ Expiration dates ✓ Lock up Periods
Tax Thresholds
✓ AMT crossover points ✓ QSBS holding periods ✓ Capital gains timing ✓ State tax impact
Liquidity Opportunities
✓ Secondary Access ✓ Tender Offers ✓ IPO readiness ✓ M&A scenarios
Your Compensation is Unique. So is Our Approach.
Traditional Financial Planner
- ✕Retirement-first planning & assumptions
- ✕Generic portfolios & asset allocations
- ✕No modeling for AMt or QSBS
- ✕Disconnected tax and investment strategies
- ✕Static strategies that don't scale
Our Approach at DiversiFi
- ✓Equity-first financial planning
- ✓Portfolios addressing concentrated risk
- ✓AMT, QSBS, ISO & RSU modeling
- ✓Integrated tax & investment planning
- ✓A plan that evolves as your career grows
Solutions. Built For You.
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Financial Planning
Comprehensive financial planning designed to help you navigate complexity and build a plan that evolves alongside your career and financial life.
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Wealth Management
Investment management for concentrated stock and equity-heavy portfolios, with a focus on diversification, direct indexing, tax-loss harvesting, and risk management.
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Covered Calls
A strategy designed to generate income from concentrated stock positions while working toward diversification, with attention to tax efficiency. Tax outcomes will vary based on individual circumstances.
Our Priorities
Tech-Enabled, People-First
We use technology to move faster, model smarter, and eliminate busywork. Your advisor is a real person, not a dashboard. We prioritize efficiency without losing the human touch.
Thought Partner
We don’t just execute on transactions or run financial models. We welcome assumptions, surface scenarios, and help you think through the decisions that matter most.
Clarity Over Complexity
ISOs, RSUs, AMT, QSBS, estate structuring. We specialize in the hard stuff and make it understandable. We’ll help you understand your financial picture and the strategies being applied to your situation.
Integrated Planning
Tax strategy. Investment management. Estate coordination. All aligned. No bouncing between advisors. No disconnected advice. When you make big decisions, everything, and everyone, should work together.