How We Help - Tech

From a financial planning perspective, working in tech is particularly different than any other sector. This is why we group those employed by tech companies in a separate category. If this is you, BBA Wealth Management understands there are unique issues related to your financial plan, and we have developed solutions for them:

  • Equity compensation planning
  • Building multiple streams of income
  • Career coaching
  • Maximize benefits package
  • Wealth protection

Our process will help answer important questions such as:

  • How do I make the most out of my company stock?
  • What if I move companies?
  • How do I negotiate for better compensation?
  • When can I retire?

Fast growth, high risks, and long hours are a few of the characteristics of your industry. We understand time is of the essence and your finances may not receive enough scrutiny. Currently, BBA Wealth Management services many clients at both startups and public companies and wants to continue working with these types of individuals. If you work in tech and want a second eye on your financial circumstances, we would love to have a conversation with you.