inside glass building

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

Understanding the challenges and opportunities of a career in technology and the start-up space.

There are a number of circumstances unique to the technology field that requires careful planning. Whether your company is undergoing a merger or acquisition and your compensation and benefits packages are changing, or part of your compensation package consists of equity based compensation and stock options like ISOs or restricted stock units (RSUs), you need to have a strategic plan in place to take full advantage of the financial opportunities offered.

Rudin & Rubin Financial Group of Wells Fargo Advisors has the resources and experience to develop a financial strategy for your stock options and equity compensation. We’ll work together to develop a plan that includes all of your investments, including the proceeds from ongoing stock liquidations or after a sudden liquidity event to help you achieve your life goals. As part of our wealth management program, we’ll work with you to implement the strategy so you can realize your success.

In some cases, employees of long-term employment in a single company or working at a company where the company stock has highly appreciated, could have unrealized appreciated company stock that requires careful planning.  There are several strategies to explore that could be more tax efficient, BEFORE moving money from your company retirement plan. 

We work with many existing and retired technology professionals who have enjoyed a nice career and saved diligently.  Now, you need some professional help managing all you accomplished and even if those unique circumstances are not part or your individual situation we are here to guide, advise and plan.