Charles Stermetz (CEP, CFP®)
Charles Stermetz focuses in the
following client markets or areas of practice:
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice without Ongoing Management
- Tax Planning
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice without Ongoing Management
- Tax Planning
Planning Specialties
We are experts at helping people manage their equity compensation in a tax-efficient way that also makes sense given their unique situation. We work with people from both public companies and private companies and will even present to companies since we're not the typical advisor trying to gather assets.
While our expertise primarily revolves around equity compensation, we also have expertise in helping clients balance a real estate portfolio with the rest of their finances.
You're welcome to read our articles on how to avoid taxes on RSUs, should you sell RSUs at vest, and how much company stock is too much. It should give you a flavor of how we try to educate and explain simply. We've also created a free RSU tax calculator amongst other tools.
Additional Information
I run one of the best websites on equity compensation and I advise people in the most transparent way possible.
I’ve been an advisor in Silicon Valley for the last 7+ years. Over this time I’ve noticed that people want advice, but don’t want to pay an advisor asset management fees.
We've built EquityFTW to be Silicon Valley’s fee-only and advice-only firm. Our entire focus is to deliver the advice you deserve with the least amount of conflicts of interest possible.
Outside of business-y things. I have a wife and two sons. I enjoy running, cooking, playing volleyball, playing board games (currently on a Wingspan kick), metal detecting, and hanging out with my family.
NAPFA Start Date
July 24, 2024
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.