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®