Kent Hickey (CFP®, CPWA®, MBA)

Kent Hickey focuses in the
following client markets or areas of practice:

Charitable Giving

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

As a comprehensive financial adviser with a unique specialization in equity compensation, my mission is to guide you toward achieving your best life. Preparing for a liquidity event or transition with your company? Received stock options, RSUs, PSUs, or other equity compensation? We can guide you to making the most of your equity compensation as part of your holistic financial plan. Planning for retirement, investment management, tax planning, and comprehensive planning all significantly change with stock compensation. We help bring it all together for you.