Business Details
Financial Planning for Tech Employees
At Cordant Wealth, we specialize in providing tailored financial guidance to technology professionals, helping them optimize equity compensation and achieve financial independence. Our team of certified advisors combines deep industry expertise with a fiduciary commitment to act in our clients' best interests. We offer comprehensive services including RSU management, deferred compensation planning, tax-efficient investment strategies, and retirement planning. As a fee-only firm, we maintain transparent pricing and prioritize objective advice over product sales. Our process begins with understanding each client's unique goals, followed by creating personalized wealth action plans that evolve with changing life circumstances.We serve employees of leading technology companies, leveraging our specialized knowledge to navigate complex compensation structures and employer benefits. Our approach emphasizes risk management, cost control, and strategic alignment with long-term financial objectives. With a focus on education and empowerment, we help clients make informed decisions about stock options, ESPPs, and retirement savings vehicles. Our commitment to continuous support ensures clients maintain confidence in their financial strategies throughout their careers and beyond.
Services
Equity Compensation Planning
Tax Strategy Development
Investment Portfolio Management
Retirement Planning
Risk Management
College Savings Planning
ESPP Optimization
Deferred Compensation Analysis
Mega Backdoor Roth Guidance
Wealth Transfer Planning
Highlights and features
- We specialize in working with tech employees and their unique compensation structures
- We are 100% fiduciary and fee-only financial advisors
- Our team includes CFPs and CFA charterholders with technology sector expertise
- We provide transparent pricing with no product sales conflicts
- Our process includes comprehensive financial planning and ongoing portfolio management
Services
Equity Compensation Planning
We help technology professionals optimize their equity compensation including RSUs, ESPPs, and stock options. Our specialists analyze tax implications, develop strategic selling schedules, and coordinate with overall financial plans. This service helps clients maximize the value of their employer stock benefits while managing concentration risk and tax exposure.
Tax Strategy Development
Our tax planning service focuses on minimizing liabilities for high-income tech employees. We coordinate with equity compensation timing, retirement accounts, and investment strategies to create tax-efficient solutions. This includes analyzing deferred compensation elections, Roth conversion opportunities, and tax-loss harvesting strategies tailored to technology professionals' unique compensation structures.
Investment Portfolio Management
We provide customized investment management that aligns with clients' financial goals and risk tolerance. Our approach emphasizes diversification, cost control, and tax-efficient implementation. For tech employees, we help balance company stock exposure with diversified investments across global markets while maintaining appropriate risk levels for different career stages.
Retirement Planning
Our retirement planning service helps tech professionals achieve financial independence through comprehensive analysis of savings needs and income sources. We develop strategies for maximizing retirement accounts, coordinating equity compensation with long-term goals, and creating sustainable income plans. This includes analyzing when to retire based on portfolio readiness and company benefit vesting schedules.
Mega Backdoor Roth Guidance
We help clients maximize after-tax retirement contributions through Mega Backdoor Roth strategies. Our specialists analyze eligibility based on employer 401(k) plans, coordinate with other savings vehicles, and develop implementation timelines. This service helps high-income tech employees build tax-free retirement savings beyond traditional IRA limits while optimizing overall retirement tax strategies.
People
William Anfuso
Founder
William Anfuso founded Cordant Wealth with a vision to provide specialized financial guidance to technology professionals. He brings extensive experience in wealth management and a commitment to fiduciary standards.
Brenda McCombs
Chief Compliance Officer
Brenda McCombs oversees compliance operations at Cordant Wealth, ensuring adherence to regulatory standards while supporting the firm's fiduciary commitment to clients.
Isaac Presley
President & CEO
Isaac Presley leads Cordant Wealth as President & CEO, combining CFA expertise with strategic vision to deliver comprehensive financial solutions for technology professionals.
Scott Gerlach
Advisor
Scott Gerlach provides personalized financial advice as a CFP professional, focusing on helping tech employees navigate complex compensation packages and investment decisions.
Garrick Rozairo
Advisor
Garrick Rozairo offers financial planning expertise as a CFP professional, specializing in equity compensation strategies and retirement planning for technology sector clients.
Questions
What makes Cordant Wealth different from other financial advisors?
We specialize exclusively in serving technology professionals with complex equity compensation packages and maintain a fiduciary duty to act in our clients' best interests.
Do you work with clients outside the technology industry?
While we primarily serve technology sector employees, we also assist clients with similar equity compensation structures from other industries.
How are your advisory fees structured?
We operate as a fee-only advisor with transparent pricing, charging a percentage of assets under management with no hidden fees or product commissions.
What types of equity compensation do you help manage?
We specialize in RSUs, ESPPs, stock options, deferred compensation, and Mega Backdoor Roth opportunities commonly offered in technology companies.
How do you help reduce tax liabilities for tech employees?
We develop customized tax strategies that coordinate with equity compensation timing, retirement accounts, and other financial planning elements to optimize tax efficiency.
