MDRN Wealth

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  description: "MDRN Wealth is a Venice, CA-based wealth management firm founded by Jason Blumstein, CFA®, specializing in comprehensive financial planning for tech professionals, startup founders, and equity compensation recipients. The firm combines sophisticated tax-aware investment strategies with personalized financial planning, focusing on clients navigating equity events, IPOs, acquisitions, and complex compensation structures. With a 5-star rating from 52 Google reviews, MDRN Wealth serves clients throughout California and beyond.",
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  telephone: "+1-310-307-5523",
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    name: "Jason Blumstein",
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  areaServed: "Venice, CA and Los Angeles area, with virtual services available throughout California and select states nationwide",
  knowsAbout: "Tech professionals with equity compensation (RSUs, stock options), Startup founders preparing for or navigating exits, High-income earners seeking tax-efficient wealth management, Professionals facing IPOs or acquisition payouts, Clients with concentrated stock positions needing diversification planning, Anyone seeking a fiduciary advisor who specializes in tech industry compensation",
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