Brightview Financial Solutions, LLC
At Brightview Financial Solutions, we serve clients in the San Francisco Bay Area and beyond. Comprehensive Financial Planning is the core of what we do. This involves working one-on-one to develop and implement a financial plan, based on your unique circumstances and designed to help you achieve financial goals. Investment Management is optional and provides hands-on management of investments in conjunction with comprehensive financial planning.
We can help you:
- Define your financial and life goals and then implement a plan for reaching them.
- Stay focused on current spending goals so you can reach your long-term saving goals.
- Optimize the myriad types of employer equity compensation such as ISOs, NQSOs, RSUs, and ESPPs.
- Develop a long-term investment strategy that is appropriate for your timeframe and risk tolerance.
- Prepare for the risks you don't anticipate.