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Turning Equity Compensation into a Home: Sara & Jeff’s Home-Buying Journey
Read about how Sara and Jeff, a tech couple working at Lyft and Chime, used their equity compensation to buy their dream home, with their advisor Alfred guiding them every step of the way.
Building a Life, Not Just a Portfolio: A Plus-Level Client’s Equity Compensation Journey
Read about how a former SVP at Palantir navigated equity compensation, home buying, and career changes with her trusted advisor, Alfred, for over 10 years.
From Overwhelmed to Empowered: Samantha’s Palantir IPO Journey
Read about how Samantha, an engineer at Palantir, navigated her RSUs and NSOs during the Palantir IPO.