Alex Caswell-Yatsenko (CFA, CFP®, EA)
Alex Caswell-Yatsenko focuses in the
following client markets or areas of practice:
- AUM
- Entrepreneurs
- ExPat and Cross Border Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
Planning Specialties
Equity Compensation:
RSU
ESPP
ISO and AMT Guidance
Pre- and Post-IPO Guidance
Early Exercise Strategies
Financial Planning:
Retirement
F.I.R.E
Tax Planning
College Planning
Budgetting
Estate Planning and Trusts
Insurance Planning
Deferred Compensation
Cash Flow Analysis and Scenario Testing
Charitable Guidance and Donor Advised Funds
Investing:
Guidance vs Management
Customizabel Portfolios
Tax Management
Concentrated and Appreciated Stock
Risk/Reward Optimization
Liquid and Private Alternatives
Real Estate:
First Home Guidance
Second Home Guidance
Vacation Property Guidance
Investment Property Analysis
Private Deal Analysis
Mortgage Solutions
Bridge Loans
Flex Family Office:
Concierge Services
Vetted Professional Network
Financial Project Management
Misc.:
Banking Services
Pledged Asset Line
International Planning
Career Transition
Additional Information
Wealth Script Advisors offers a wealth management experience unlike any other, designed specifically for tech professionals. With 12 years of experience in the financial advisory industry and certifications such as CFP®, CFA®, and Enrolled Agent, we bring a comprehensive understanding of the unique challenges of equity compensation, concentrated investments, tax strategy, and real estate. Our expertise is rooted in a deep knowledge of the tech sector, allowing us to craft strategies that address the complexities of your financial world while simplifying the path forward.
Three key pillars truly separate us from the rest: First, our deep expertise in working with tech professionals. We understand the intricacies of your compensation structures and have the experience to help you maximize wealth while managing the tax implications. Second is our personalized investment experience, which focuses on customization and driving utility. Third, we offer a white-glove boutique experience. Our firm combines the personalized attention of a small, exclusive practice with the expertise and resources of a much larger firm, ensuring that every interaction is seamless and tailored to your specific needs.
At Wealth Script Advisors, we’re committed to delivering strategic, thoughtful advice with an unwavering focus on your long-term financial success. Whether you’re navigating equity compensation, building wealth through real estate, or looking for a partner to guide you through life’s financial milestones, we provide the kind of individualized attention that ensures you feel supported and confident every step of the way.
NAPFA Start Date
April 18, 2025
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