Simplify Wealth Planning
Hi, I'm Marcel Miu, the founder of Simplify Wealth Planning (SWP). I started SWP to help tech professionals like you master your money and live your best life. Whether you're just starting out or already crushing it in your career, we're here to guide you through the financial maze that comes with working in tech. We use a personalized approach that aligns your financial decisions with your goals.
Here's how we can help you:
- Simplify your equity compensation and tax planning. We help you understand your stock options and other forms of equity compensation. We can also help you minimize taxes and optimize your cash flow.
- Build an investment strategy. We help you create a diversified portfolio that aligns with your risk tolerance, time horizon, and goals.
- Protect your assets and legacy. We help you review your insurance needs and create an estate plan that reflects your wishes.
- Educate you. We won't just tell you what to do, we'll explain why our recommendations make sense for you.
Here's why you can trust me with steering your hard-earned money:
- I'm a Chartered Financial Analyst (CFA) and a Certified Financial Planner® (CFP®), which means I operate among those with the highest level of education and ethics in the industry.
- I'm also a Chartered Alternative Investment Analyst (CAIA) and Certified Digital Asset Advisor (CDAA), which allows me to stay on the cutting edge of alternative investment opportunities for you.
- I honed my finance skills in the New York City investment management industry for the past 13 years, while also navigating my own equity compensation.
- We are a member of XY Planning Network and NAPFA, leading organizations of fee-only financial advisors who are committed to high standards of ethics and competence.