Theresa Pablos (CFP®)
Theresa Pablos focuses in the
following client markets or areas of practice:
- Corporate Executives
- High Net Worth Client Needs
- LGBTQ+
- Millennials
- Socially Responsible Investments
- Tax Planning
- Corporate Executives
- High Net Worth Client Needs
- LGBTQ+
- Millennials
- Socially Responsible Investments
- Tax Planning
Planning Specialties
Fee-only financial planning for tech professionals and their families. I help bring equity compensation, taxes, and competing priorities together into one clear financial and life plan.
About Theresa Pablos
I built this practice to solve a specific problem: tech professionals are generating incredible wealth, but often lack the time or bandwidth to actually enjoy it.
You spend your days making high-stakes decisions and solving complex problems. The last thing you want to do when you sign off is decipher the tax implications of a tender offer or worry if you're saving enough for a home.
That's where I come in.
From navigating ISOs and RSUs to planning for potential IPOs, I handle the technical heavy lifting so you don't have to. My goal is simple: to take the noise of your financial life and turn it into a clear, actionable plan.
Because the point isn't just to have money. It's to have options.
Additional Information
My Approach
I don't believe in deferring happiness for a retirement date that is decades away. I believe in using your wealth to fuel a life you love right now, whether that's taking a career break, traveling with your family, or just sleeping better at night knowing you have a plan.
My financial planning work is done through Equalis Financial, a 100% fee-only, fiduciary firm. I don’t sell products or take commissions. My only incentive is to help you navigate competing priorities with a plan that reflects your unique values.
If you’re ready to build a life that gives you options, let’s chat.
My Specialties:
- RSU compensation
- ISO exercise decisions
- ESPP awards
- IPO planning
- Equity tax planning
NAPFA Start Date
October 17, 2025
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