Anthony Ferraiolo, CFP®'s Linkedin Analytics

What I Do: Tech professionals work with me to help manage their portfolio, minimize their taxes, and get them where they want to go without all the stress and anxiety around their finances. They bring me on board because life is getting busy and complex, and it’s better for them to focus on what got them where they are today and not worry about the day to day fluctuations with their company stock. Who I Work With: 1. Busy, successful, and high-earning ($250K+) tech professionals/couples with over $100K in their current or previous employer’s stock who want to delegate the management of their finances to a trusted professional. 2. Families on the verge of retirement who want to make the most of their hard-earned nest egg and protect it from the government, inflation, and creditors. If you’d rather be watching football, attending your kid’s soccer game, or traveling the world than looking up the taxation of an ISO or Roth conversion - we might be a good fit. How We Help Tech Professionals Financially: The process starts with you, your stock, your goals, and your concerns, with our solutions. What you hear by the water cooler might be suitable for that person and entirely wrong for another one. Then, we build and execute a unique tax plan, portfolio strategy, and regret minimization strategy that is designed to help you to live your life to the fullest, minimize taxes, and reduce financial stress. Questions We’ll Answer: > Should I exercise my options? > Am I on track? > Should I do Roth or Traditional 401(k)? > Are there any ways we can reduce my tax liability? > What should I do with my stock? A Little About Me: As a CERTIFIED FINANCIAL PLANNER™, I advise people who are serious about improving their finances - ranging from C-Level Executives to the Millionaire Next Door. I’m a passionate 49ers fan, 2nd-generation Italian American, and former soccer player, with over a decade in the restaurant business (starting at the age of 12). Disclosures: AdvicePeriod is another business name and brand utilized by Mariner Platform Solutions, LLC, a SEC registered investment adviser. All information is expressed in my posts is my own opinion and not designed to represent AdvicePeriod or Mariner Platform Solutions. These posts are for informational purposes only and should not be considered direct advice. There is no assurance that any financial or investment plan or strategy will be successful. Investing involves risk, including the possible loss of principal. AdvicePeriod.com