Solutions for Corporate Executives

Executives at publicly traded companies face many unique challenges when managing their personal financial plans. The individuals are often so consumed by the demands of their occupations that they are unable to dedicate the necessary focus to their personal financial situations.

Our team focuses on providing consulting services to successful corporate executives on a variety of issues that are unique to their situations.

  • Concentrated Stock Positions,
  • Equity Based Compensation,
  • Regulatory Requirements / Forms Filing,
  • Company Trading Policies and,
  • Additional Corporate Solutions.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.