How do I select a financial advisor? How do I determine the tax implications of my equity compensation that may arise from this type of liquidity event? How do I diversify out of my company stock?

Equity Comp

During our complementary one-hour “lunch and learns,” you and your colleagues will have the opportunity to get to the heart of these issues and more. Our interactive sessions are led by deeply experienced members of our team who have advised clients through all kinds of markets and equity comp situations.

One of ClearRock’s core values is education. Our goal for these workshops is to clearly answer questions in order to help you organize your financial life, and ultimately give you peace of mind.

If you are interested in learning more, please do one of the following:

  • Click the link below and provide us with a bit more information
  • Email Henry Hagenbuch
  • Give us a call at 415.501.9192

Still unsure? Check out a relevant equity comp case study in our Wealth Transitions section.

We have had the privilege of working with great companies such as:

Equity Comp
Equity Comp
Equity Comp