Modern Financial Planning

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  description: "Modern Financial Planning is a fee-only financial advisory firm in Oakland, CA specializing in stock options and RSUs for tech employees. They provide comprehensive financial planning and investment management, combining deep expertise in equity compensation with technology-driven service. The firm serves clients in the San Francisco Bay Area who need guidance navigating complex stock-based compensation packages.",
  url: "http://www.modernfp.com/",
  telephone: "+1-510-519-7009",
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    streetAddress: "344 Thomas L Berkley Way M10",
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    postalCode: "94612",
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  areaServed: "Oakland, CA and the San Francisco Bay Area, including San Francisco, San Jose, and surrounding tech communities",
  knowsAbout: "Tech employees with stock options or RSUs, Bay Area startup employees facing IPOs or acquisitions, Corporate employees at Google/Apple/Facebook/Salesforce with equity compensation, Professionals with concentrated stock positions needing diversification strategy, Anyone navigating complex ISO or NSO exercise decisions",
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