Christopher Nelson

Helping You Build Wealth with Tech Equity and become the Founder of Your Financial Independence

In the early 2000s,  my focus was on growing my skills, climbing the ladder, and being where I needed to be to get the job done. 

In 2009, I burned out hard. 

My new plan was to work for equity in tech start-ups and become financially independent.

Swing and Miss, the first start-up company I chose to work for, was going nowhere (equity worth zero). 

What happened? Did I screw up everything?

I chose the company because I was passionate about its mission, but I had not examined it further. I had no real plan.

My next step was to call people that I knew had been successful in working for equity in tech and see what was different in their "playbook."

Key lessons learned after first dead-end tech startup:
 -In trading my time and talent for equity, I need to think like an investor
 -Create a rigorous due diligence process
 -Don't fear failure, stay in the game
 -Keep learning

May 2011, Started at Splunk Pre-IPO

April 19th, 2012 Splunk had a break-out IPO

April 20th, 2012 feelings of anxiety and fear creep in about how to manage the newly generated wealth. 

I had to figure out how to get real income (real estate) into my portfolio. I needed something sending me checks.

Key lessons learned after the first IPO:
 -How to invest in private equity real estate
 -Set up my family for generational wealth
 -Own the result (don't put my future in someone else's hands)

New Mission: Be the Founder of a Micro Family Office to become Financially Independent.

Strategy:
 -Live within paychecks
 -Bonuses for extras
 -Invest all of our equity

I climbed the ladder to become a CIO. 

At the peak, I realized I wanted to build my DIY Family Office more than climb the ladder.

I changed roles and reduced my scope. 

On August 26, 2022, I graduated from my W-2 job to live a lifestyle by design.

I founded WealthOps in 2023 to equip technology professionals with the skills to build and run their portfolios.

My Portfolio:
 -3  Start-Ups I worked for IPOed (SPLK, YEXT, GTLB) <-Traded Time
 -Replaced paycheck with $200k+ of portfolio income
 -Built my Micro Family Office
 -Running a company structured around my life

My Results:
 -Highly Diversified Portfolio - Stocks, PE Real Estate, Debt, Businesses, and VC. 
 -$223 Million AUM with investors
 -7 Investments  gone full cycle with an Avg 19.4% IRR to investors
 -1000+ tech employees being educated on Managing Tech Millions
 -20+  and growing Portfolio CEOs

My mission - 1000+ Portfolio CEOs

Learn more about how I did this, join our free live workshop  →  https://dub.sh/wealthops-linkedin

Founder

Tech Careers and Money { }, a media and education company whose mission is to elevate Tech Professionals' finance knowledge through unmatched and unbiased education in career and personal finance to equip them to make their best decisions. 


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We just crossed 100 members in 𝗧𝗵𝗲 𝗠𝗶𝗰𝗿𝗼 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗼𝗿.

But here's what matters more than the number.

100 entrepreneurs, physicians, and tech professionals who stopped being clients and started being CEOs of their wealth.

Most wealth management sells you dependency. 
Hire us. Trust us. Let "us" handle it.

We teach the opposite.

You already run complex operations. 
You make million-dollar decisions. 
You manage teams and P&Ls.

The skills you used to build wealth? 𝘛𝘩𝘰𝘴𝘦 𝘴𝘢𝘮𝘦 𝘴𝘬𝘪𝘭𝘭𝘴 𝘮𝘢𝘯𝘢𝘨𝘦 𝘸𝘦𝘢𝘭𝘵𝘩.

You don't need someone to do it for you. You need the frameworks specific to wealth operations.

That's the shift these 100 families made.

They're learning:

- The Evergreen Portfolio Model.
- Structured Alpha Strategies.
- Asset Protection Strategies.
- Family Office Operations.
- The Deduction Stack. 
- The Income Pyramid.
- Entity Architecture.
- Tax Optimization. 
- Deal Evaluation.

Not theory. Actual implementation.

Same rigor you'd bring to building a product. 
Same systematic thinking you'd apply to scaling a business.

Just applied to the thing that ACTUALLY compounds over generations.

The difference between a client and a Portfolio CEO? 
Clients delegate and hope. 
Portfolio CEOs architect and operate.

In a few days, I'm hosting a live workshop on how to architect your own Micro Family Office.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

Here's what attendees from last month's workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.
- 𝘔𝘢𝘶𝘳𝘪𝘤𝘪𝘰 𝘏.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.
- 𝘊𝘩𝘳𝘪𝘴𝘵𝘺 𝘞.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.
- 𝘗𝘢𝘴𝘤𝘢𝘭 𝘞.

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Tech Careers & Money Talk

𝗪𝗮𝗻𝘁 𝘁𝗼 𝗮𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲?💸

Join here 👉 techcareersandmoneytalk.com

Tweet Follow-up

Even Justin Welsh chimed in: https://twitter.com/thejustinwelsh/status/1628168298947919878?s=20

Post Follow Up

On the off chance you *do* want financial freedom — do these 11 things instead. 👇

- Ignore the above
- Buy back your time
- Start investing today
- Build a simple budget
- Learn personal finance
- Destroy credit card debt
- Work for equity AND salary
- Diversify w/ passive income
- Align your finances with goals
- Build a team of financial experts
- Join techcareersandmoneytalk.com

What did I miss?

50 - 50 Link

🧠 - Bonus Tip:  For Monday - Do A Brain Dump to Prevent Overwhelm 

Monday means mental overwhelm for Many. 

Objects in your head can be more stressful than they appear! 

Take piece of paper, 10 min and write down all the things you need to get done, work, life etc. 

Once you see them written down identify 3 things that have to get done today. 

Get to your base! 

TCMT Pod Page

𝗟𝗶𝘀𝘁𝗲𝗻 + 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗠𝘆 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 👇

🎧 Tech Careers & Money Talk 💸

www.podpage.com/tech-careers-and-money-talk-1/

TC&MN

Elevate your tech career and personal finance savvy.    

https://www.techcareersandmoneynews.com

Anti-Goals

Steal my Blueprint

Update Process

Actionable tips for growing your career, building wealth and living a life of impact. 
Always 3 minutes or less.

https://www.techcareersandmoneynews.com/

Find Rest 

🧠 - Bonus Tip:  Your Momentum is Fuel for your Mentors.  As your mentor sees you taking their input and iterating, they will be excited and want to participate more.  

Momentum breeds momentum.   

Hindi Video

Want all the details?   

Check out my origin story here on Audio : https://bit.ly/cnoriginstory

Watch it on YouTube! : https://youtu.be/7Hw-Y2hDtF8


From Equity to Exit 

Momentum for Mentors

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tech-careers-and-money-talk

careercadre

I Run My Own Micro Family Office and Teach Others to Do the Same | Founder @ WealthOps

In 2012, I became a millionaire.

Three months later, I realized I had no idea what to do with the money.

I met with wealth advisors. Every single one gave me the same pitch:

"𝘎𝘪𝘷𝘦 𝘶𝘴 𝘺𝘰𝘶𝘳 𝘮𝘰𝘯𝘦𝘺. 𝘞𝘦'𝘭𝘭 𝘥𝘪𝘷𝘦𝘳𝘴𝘪𝘧𝘺 𝘪𝘵. 𝘛𝘳𝘶𝘴𝘵 𝘶𝘴."

- Zero customization. 
- Zero long-term strategy. 
- Just a cookie-cutter portfolio.

That's when I discovered the problem:

If you have $1M-$30M, you're stuck in what I call the financial service desert.

You're too wealthy for mass-market advisors.

But not wealthy enough for a traditional family office ($100M+ minimum).

So I spent years studying how ultra-wealthy families actually manage money.

And I built what I now call a 𝗠𝗶𝗰𝗿𝗼 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲.

The result after 4.5 years:
→ Portfolio generating $200K+ of annual cashflow
→ Principal still growing (not selling any assets)
→ 10 hours/week managing everything
→ Full control over every decision

Here's what most people get wrong:

They think wealth management is about picking stocks.

It's not. (This stuff comes last)

𝗜𝘁'𝘀 𝗮𝗯𝗼𝘂𝘁 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘁𝗵𝗮𝘁 𝗼𝗽𝗲𝗿𝗮𝘁𝗲𝘀 𝘄𝗶𝘁𝗵 𝗼𝗿 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘆𝗼𝘂.

Here are the four-phases of every Micro Family Office:

𝗔𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁 → Define your legacy and investment thesis
𝗕𝘂𝗶𝗹𝗱 → Create legal structures and assemble your team
𝗥𝘂𝗻 → Operate with monthly/quarterly rhythms
𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻 → Transfer systems, not just assets

Look... if you're sitting on $1M+ and still treating your portfolio like a savings account, you're leaving money on the table.

Want to build your own Micro Family Office?

I'm running a free 2-hour workshop where I'll walk you through building the foundation - your Legacy Statement and Investment Thesis.

Over 1,000 people have attended so far.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

Goldman Sachs just surveyed 245 families managing $1 billion+ portfolios.

Here's what they're doing while everyone else is paralyzed...

Despite big concerns, they're not sitting on cash.

They're executing.

The data tells a clear story:
→ 34%  are reducing cash positions
→ 39%  increasing private equity allocations
→ 38%  adding to their public equities
→ 26%  expanding private credit exposure

Here's what this actually means...

These families aren't reacting to headlines.

And the most important finding?

70% manage their investments in-house.

They're not outsourcing critical decisions to advisors.

They have clear investment theses.

They run quarterly reviews.

They make annual business plans for their portfolios.

This creates a playbook:
✓ Patient capital with decade+ time horizons
✓ Opportunistic deployment during dislocations
✓ Programmatic commitments regardless of sentiment
✓ Zero emotional reaction to geopolitical noise

The difference isn't wealth.

It's operational structure.

It's having systems that work when markets don't.

It's knowing what to do before you need to do it.

Most people with $1-30M don't have this.

They have... 
- Scattered accounts.
- Generic advice.
- No investment thesis.
- No operating rhythm.

The good news is this is fixable.

If you want to learn how to build these operational systems for your portfolio - the same frameworks these ultra-wealthy families use - I'm running a live workshop walking through the exact architecture.

Comment "WORKSHOP" and I'll send you the details.

Goldman Sachs surveyed 245 family offices managing $1B+ each.

Here's some takeaways from the data...

- 86% have AI exposure.
But here's what matters: 87% are also using AI to manage their portfolios. They're not just betting on the trend, they're operationalizing it in their own wealth mgmt.

- 72% are active in secondaries.
This isn't random. When there is liquidity pressure, family offices buy discounted assets. They have patient capital. No quarterly redemptions. No exit timelines forcing their hand.

- 33% now hold crypto (up from 26% in 2023).
Still a minority. Still selective but growing steadily. APAC shows the strongest interest - likely because they're most concerned about geopolitics (75%) and see digital assets as a hedge.

- 58% expect to be overweight tech in the next 12 months.
Despite market volatility. Despite valuation concerns. They're leaning INTO trends, not away from them.

Some regional differences...

- Americas: Highest PE allocation (25%) and increasing

- APAC: Most geopolitically concerned, highest crypto interest

- EMEA: New interest in hedge funds for sophisticated downside protection

If you want to learn how to build the operational structure these families use - adapted for $1-30M portfolios - I'm running a free workshop walking through the complete framework.

Tuesday, January 21st at 8:00pm ET.

Comment "WORKSHOP" and I'll send you the registration link.

Have over $10M in income? Your audit risk jumps to 8.8%. (𝟮𝟮𝘅 𝗮𝘃𝗴)

But here's what really caught my attention when I was digging through IRS data last week:

If you have over $20M in assets? 

𝗬𝗼𝘂𝗿 𝗮𝘂𝗱𝗶𝘁 𝗿𝗶𝘀𝗸 𝘀𝗸𝘆𝗿𝗼𝗰𝗸𝗲𝘁𝘀 𝘁𝗼 𝟭𝟴.𝟮%.

That's not a typo. Nearly 1 in 5 chance.

In 2024 alone there were $84.1 billion in penalties assessed.

Here's the thing most people don't realize:

The root cause of an IRS penalty often isn’t an error on your tax return.

It’s the byproduct of operating your wealth like a hobby, not a business.

- Improper entity structures. 
- Lack of documentation.
- Everything scattered.
- No routine systems.

𝗧𝗵𝗲 𝘂𝗹𝘁𝗿𝗮-𝘄𝗲𝗮𝗹𝘁𝗵𝘆 𝗱𝗼𝗻'𝘁 𝘄𝗶𝗻𝗴 𝗶𝘁.

They run Family Offices with clear governance, documented strategies, and institutional-grade documentation.

But you don't need $100M to operate this way.

You just need the right framework.

And that's exactly what a Micro Family Office does.

It gives you the structure, systems, and documentation that transform your wealth from a compliance risk into a well-run operation.

Because when you operate your wealth like a business, you're not just protecting yourself.

You're building something that actually scales and can be passed down.

Ready to get organized and stop flying blind?

Join my free live workshop on Feb. 4th at 8:00pm ET where I'll walk you through how to build your own Micro Family Office.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

You have to put $50,000 in one of these. Which are you picking?

Which of these metals do you think will have the biggest run up in 2026?

Bill Fanter

Former bank executive with 35 years of experience | Options trading expert who has taught 500+ students | Join my Masterclass to learn the strategy I used to create a 6-figure income stream

Want to break free from the 9-to-5 grind?

When I was stuck in the 9-to-5 cycle:

- I felt trapped, exhausted, and unfulfilled.
- The daily grind left me with little time for my family, friends, or personal passions.

I knew there had to be a better way to live—
- A way to achieve financial freedom, flexibility,
- And a more fulfilling lifestyle.

That's when I discovered the power of trading stock options.

I escaped that 9-to-5 grind with it.

Learn how I did it and built a 6-figure income stream from trading.

Reach out to me if:

- You want financial security and independence.
- You're looking to supplement your current income.
- You'd like to build location freedom, time freedom, or both.
- You crave lifestyle improvements and luxury experiences.
- You're interested in options but feeling a little bit skeptical.

I can feel you because I was you when I was in that 9-to-5 cycle.

I'll teach you my method that has:

- Daily ROIs of 30-300%
- Documented win rates of 78-80%

And I can even help you turn your spouse into a believer.

Ready to achieve financial freedom, build a reliable second income, and enjoy a flexible lifestyle?

Great! What are you waiting for?

Reserve your spot in my next course at www.BillFanter.com.

Still skeptical?

I get it. My husband used to be a skeptic, too.

Just send me a DM and we'll grab a few minutes to talk.

Client Testimonials

• “I never anticipated that this training would be so incredibly comprehensive from start to finish.”

• “I have already made my investment back and then some on the first day of trading.”

• “This class has been pure gold!”

• “What an energizing class and I wish we could keep meeting weekly as there’s so much knowledge which Bill possesses.”

• “I loved the simulated trading which really brought everything together full-circle – Great job!”

• “This has been, by far, one of the best investments (if not the best) I've ever made in my own education.”

• “I was blown away by all the details Bill provided, making this absolutely turnkey for anyone to succeed.”

• “I’ve already referred 3 colleagues to sign up for the next round as this program is a game changer.”

Founding Member

A business and social community centered around growing your brand, building your network, scaling your business, and establishing trust

Here's Jeff Bezos's 52-second secret to eliminating stress.

(No, it's not being worth $251,000,000,000.)

Bezos:

"Stress primarily comes from not taking action over something that you can have some control over."

Think about that time you:

• Avoided having that tough conversation.
• Put off making that important decision.
• Delayed starting that side business.
• Ignored learning that new skill.

The stress wasn't from the thing itself.
The stress was from avoiding it.

Want to toss and turn at night?

Then watch opportunity pass you by while doing nothing about it.

Want to sleep like a baby?

Take the action you know you need to take.

--

P.S. What have you been putting off that's causing you stress?

Live trading with 30%-300% returns | Options trading expert who has taught 1,325+ students | Join my Masterclass to learn the strategy I used to create a 6-figure income stream

Inmate: Fanter, Bill 
Crime: Believing Corporate America has your back. 
Sentence: 35 years 
Time Served: 35 years 
Status: Released

No alternative text description for this image

The most common complaint I receive about my Masterclass is the frustration over the price increases. 

Many people express disappointment that they didn't enroll when it was 50% cheaper.

I want to emphasize that I have dedicated two years, showing up daily here with proof that this skill is golden. 

I trade live every morning 
I share all my charts 
I tell you what I’m buying 
I communicate when I’m selling 
I do a recap of why I took the trade 

172 people showed up to trade live with me this morning and we all crushed it like a bunch of thugs in less than an hour. 🤣

The price for the April class isn’t going to be any cheaper so why not join in January while you can? 

BillFanter.com

"Trading is gambling" aged like milk in 2025.

Retail investors beat Wall Street. 

In April, Trump's tariffs sent the market into freefall. The S&P 500 dropped 5% in a single day.

Hedge funds freaked out and ran for the exits.

And retail investors?

They bought $3 billion in stocks that same day 🤣 

A week later, Trump changed his mind (love the TACO trade), and the S&P jumped 9.5%. 

The people who bought the dip made a killing.
The people who panic-sold locked in their losses.

From Mark Malek, investing chief at Siebert Financial:

"Retail investors have been more right about the market and how to react to a lot of the emotionally driven trades of the year... They’ve been much more accurate in their dealings than my colleagues in the institutional space.”

And that's why regular people like you with Schwab accounts are beating the big banks' fancy AI trading systems.

Wall Street calls you "dumb money."
Financial advisors say it's a scam. 

And the numbers say retail traders won in 2025.

Don't miss out again in 2026.

billfanter.com

Today was uneventful. 

I traded live with 134 people, and we executed 3 total trades: 2 winners and 1 break even. 

After the call, I took one more small loss on Apple as the market was stuck in a channel. 

With options, we need volatility and price movement. 

Trading in a channel erodes premiums, and I would even accept price manipulation. 

The good news is that $348 a day adds up to $83,520 a year in extra cash. 

Visit BillFanter.com to join me for the next Masterclass which starts next Monday.

January Masterclass enrollment closes this Sunday.

Here's what 10 former students have said:

--

P.S. If you're on the fence, just send me a DM.

I'm happy to personally answer any questions you may have.

Student Testimonials

Yesterday marked a special occasion as we celebrated Fraymond’s birthday. 

Nothing beats a great Vegas steakhouse:
- Wedge salads
- New York Strip Steaks
- Lobster Tails
- Mushrooms
- Baked Potatoes
- Cabernet wine for him
- Kettle One vodka with soda for me

The total bill was $546.02, including the tip, and it was a bargain for the experience. 

Understanding how to monetize a skill makes spending feel irrelevant. 

Especially when I could get up this morning and make over $3,500 in under an hour.

This morning, we traded a live with hundreds of participants who successfully executed winning trades that increased by over 50%. 

Skepticism is natural, but consider this: why would 1,200 people remain in my trading community if they weren't seeing financial success? 

It just wouldn’t make any sense… Now would it?

The next master class starts on Monday so I hope you’re enrolled. 

BillFanter.com

I really don’t understand how you can possibly lose at trading.

We teach you everything you need to know 

We trade live daily for you to watch and learn 

We tell you what and when we are buying 

We share when we are selling and taking profits 

We do a trade recap explaining everything in detail

The only thing we can’t do is to control your greed and fear which is why so many traders fail. 

$711 a day for an hour of work isn’t too shabby.  

Now I have the rest of the day to do whatever I want… ready to learn? 

BillFanter.com

Nancy Pelosi always outperforms the stock market - and nobody thinks that’s odd? 

Her portfolio performance has been... let's call it "impressive." 

While the average investor struggles to beat the S&P 500, some politicians seem to have a crystal ball.

Here's what's really happening:
• They set policy for entire industries
• They know what's coming before anyone else
• They can position long or short ahead of announcements
• There are currently ZERO restrictions

The craziest part? 

There's literally software that tracks every single trade from elected officials. Every weekend, you can see exactly what Pelosi, Marjorie Taylor Greene, or any politician bought or sold.

It's not even hidden anymore.

Right now, Congress is debating whether politicians should be allowed to trade at all. 

But until then? It's the wild west.

The uncomfortable truth: This isn't investing. It's legalized insider trading with a government badge.

Meanwhile, regular investors get prosecuted for far less while politicians profit off information that moves entire markets.

Hot take: If you can't beat them, maybe it's time to follow their trades. What's your stance - should politicians be banned from trading stocks?

Retail traders just proved the "smart money" wrong - again.

While institutional fund managers were caught off guard by the tariff announcements in 2025 and failed to buy the dip, guess who stepped up? 

Retail traders.

They're the ones who pushed the market back to new all-time highs while professional fund managers were playing catch-up in Q4.

Here's what this tells us:
• Retail sentiment can move markets more than we think
• Individual investors are becoming more sophisticated
• The "dumb money" narrative is outdated
• Sometimes the crowd gets it right when institutions hesitate

We're about to see fund performance reports for 2025, and I suspect many institutional players underperformed while retail traders who bought the dip came out ahead.

This shift represents a fundamental change in market dynamics. 

Retail traders now have access to the same tools, data, and speed as institutions - and they're not afraid to use them.

The democratization of trading is real, and it's reshaping how markets move.

Come let me show you how this all works.  BillFanter.com

The meme stock phenomenon was back in 2025 - and it's wilder than ever.

We're witnessing something unprecedented: a crypto-friendly administration launching their own memecoins, followed by family members jumping in. 

It's like 2021 all over again, but with a political twist.

Here's what I'm seeing:
• Bitcoin and memecoins are getting institutional backing
• Retail investors are FOMOing into "shitcoins" expecting moon shots
• The same pattern repeats: early birds win, latecomers get burned
• These assets consistently implode after the initial hype

The reality? If you get in at the very beginning, the returns can be incredible. But timing is everything, and most people enter when it's already too late.

The lesson isn't to avoid these opportunities entirely - it's to understand the cycle and manage your risk accordingly.

What's your take on the meme stock revival?

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The Battle

Christopher Nelson

Bill Fanter

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