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Alex Crouch, CFP®

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I didn't come from wealth. I wore hand-me-downs, shared a bedroom, and never ate at restaurants. I wasn't taught how to build wealth. So I set out on my own journey to learn the secrets. I studied how the wealthy act and the strategies they use. Now my mission is to bring back those strategies to you - tech professionals - to help you build wealth. My passion is helping tech professionals navigate equity compensation and master their money. Many people in tech aren’t sure what to do with their equity. I help them balance the risk, upside, and taxes so they can turn their “paper money” into real money. Services I provide for clients: -Investment management -Company stock planning -Savings plan -Tax minimization -Insurance Analysis -Company benefits analysis -Estate planning -Wealth building -IPO planning I have particular expertise with: -Stock Options (ISOs & NQSOs) -Restricted Stock Units (RSUs) -Alternative Minimum Tax -Employee Stock Purchase Plans Values *You're a person, not a spreadsheet *I'll never judge your decisions *I use plain English because I hate jargon Learn more at TechFP.com

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