RHS Financial

RHS Financial works with tech professionals. We help clients with financial planning, customized investment management, and what we call a flexible family office. Our focus for our tech clients includes equity compensation, highly appreciated and concentrated stock strategies, and real estate investing.

Our Clients:

Our clients are primarily public and private tech employees. Everything from founders to C-Suite to junior engineers.

Planning and Investment Specialties:

  • Public and Private Equity Compensation ISO, NSO, RSU, RSA, ESPP, etc.
  • Concentrated Stock Strategies
  • Executive Compensation
  • Tax Mitigation
  • Philanthropy
  • Behavioral Finance and Financial Wellness Coaching

Experience:

Linked-In: https://www.linkedin.com/in/alexcaswellwealthadvisor/

Designation:

CFA CFP®

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Advisors at this Office

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This Office

930 Montgomery St. Suite 600 San Francisco, CA 94133 Phone: (415) 495-2900

Primary Office

930 Montgomery St. Suite 600 San Francisco, CA 94133 Phone: (415) 495-2900