Executive compensation often includes more than just a salary—stock options, RSUs, and bonuses can create opportunity, but also complexity. Understanding how these pieces fit together is key to making thoughtful financial decisions.
In this session, we’ll cover:
- The basics of stock options, RSUs & other equity compensation
- Key tax considerations and timing decisions
- Common mistakes to avoid
- How compensation fits into your broader financial plan
Who This Is For:
- Professionals receiving equity compensation
- High earners navigating complex pay structures
- Individuals looking to take a more coordinated approach to financial planning
Presenter:
Associate Wealth Advisor
Alex serves as an Associate Wealth Advisor at Pathfinder Wealth Consulting, where he works closely with clients on financial planning and long-term wealth strategies. A CERTIFIED FINANCIAL PLANNER™ professional, Alex enjoys helping individuals and families navigate important financial decisions and plan for future generations.