Financial Advisors
Los Altos, CA
DiversiFi Capital specializes in comprehensive financial planning and wealth management for tech and biotech professionals with complex equity compensation. Founded by CFP fiduciaries managing $500M+ in assets, they help clients navigate RSUs, stock options, AMT, QSBS, and IPO decisions through integrated tax and investment strategies. Beyond equity planning, they offer wealth management with direct indexing and tax-loss harvesting, covered call strategies for concentrated positions, and event-driven planning that evolves with career milestones—serving senior leaders, dual-income families, and employees at companies like Google, Meta, Apple, Palantir, and Nvidia.
Ideal for: Tech and biotech professionals with equity compensation, dual-income career builders managing complex cash flow, senior leaders and executives with concentrated stock positions
Service area: San Francisco Bay Area, serving Los Altos and surrounding communities
Equity-First Expertise: Specialized in RSU, ISO, NSO, and ESPP planning for tech professionals—modeling AMT thresholds, QSBS holding periods, exercise windows, and vesting schedules that traditional advisors often miss.
Event-Driven Planning: Tracks stock vesting, tax thresholds, IPO readiness, secondary access, and M&A scenarios alongside clients so key financial decisions stay on the radar as circumstances change.
Integrated Tax & Investment Strategy: Combines tax planning, wealth management, and estate coordination under one advisor relationship rather than bouncing between disconnected professionals.
Address: 4546 B10, 1013 El Camino Real, Los Altos, CA 94022
Phone: (650) 632-5667
Website: diversificapital.com
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