YOU HAVE EQUITY COMPENSATION AND YOU'RE NOT SURE WHERE TO BEGIN.
RSUs, ESPPs, and stock options can be overwhelming. We will help you understand them and develop a personalized strategy that fits your unique goals while maximizing your equity compensation.
ABOUT STRIDE
The financial decisions you make during your peak earning years shape the rest of your life. I founded Stride with a simple belief: every mid-to-late career professional deserves high-quality financial planning with total fee transparency. Navigating your wealth-building years is critical, but the financial industry often makes it harder than it needs to be. Many firms require huge investment account minimums or rely on commission-based product sales, making it hard to know if the advice you're receiving is truly in your best interest. As an independent, fee-only firm, Stride operates under a fiduciary standard. We sell zero products and earn zero commissions. I'm David, and my passion is helping professionals like you optimize your wealth with objective, straightforward guidance—no high-pressure tactics required.
I'M DAVID.
I’m a husband and dad to four beautiful children. I have always had a passion for personal finance. As I began to navigate life in my 30’s with a growing family, home purchases, student loan debt, planning for retirement, and college savings for my children, I decided to turn my passion into a career to help others. I returned to school through the UC Berkeley Extension program and earned a graduate certificate in Personal Financial Planning. As a financial planner, I enjoy helping my clients navigate financial issues in order to bring peace and confidence surrounding their finances.
I believe in conflict free financial advice, the way it should be. I don’t sell products or earn commissions from your investment portfolio with confusing fees. I'm an independent fee-only financial planner. My fee is clear and fixed, which eliminates surprises and promotes transparency. I’m also a fiduciary, which means I’ve taken an oath to act solely in your best interest.
Financial Planning
We will start with your values and goals. Then develop & implement a plan to bring clarity and peace to your financial life.
What's included:
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Personalized financial advice tailored to you
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Proactive comprehensive planning
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Financial Planning software
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Assistance implementing financial recommendations
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Investment management included
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Call, text, email anytime
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Referrals to other professionals (CPA, Real Estate agents etc.)
Financial Planning Pricing
Individuals & Couples: Starting at $3,600 per year, paid quarterly or monthly
Financial Planning & Investment Management for a flat fee.
No investment fees.
No asset minimums.
Financial Planning Topics
CASH FLOW
PLANNING
INSURANCE
INVESTMENTS
COLLEGE
SAVINGS
EMPLOYEE
BENEFITS
TAX
PLANNING
DEBT
MANAGEMENT
ESTATE
PLANNING
OUR CLIENTS WORK AT COMPANIES SUCH AS:
