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®