Fluent Wealth Partners LLC

Werba Rubin Papier (WRP) Wealth Management specializes in navigating the complexities of equity compensation and providing comprehensive financial services tailored for tech executives and employees of pre-IPO companies. Their expertise includes investment management, tax planning, and strategic guidance for stock options, ensuring clients can maximize their financial potential during and after the IPO process. With a commitment to fiduciary standards and personalized wealth management strategies, WRP helps clients mitigate tax implications and achieve their financial goals through regular consultations and evidence-based planning. The firm's experienced team has successfully guided clients through the IPO process at some of Silicon Valley's leading companies. Generated from the website

Family Wealth Consulting Group is a financial advisory firm based in San Jose, CA, specializing in wealth management and financial planning services for families and individuals. With a focus on personalized strategies and long-term financial goals, the firm offers comprehensive guidance on investments, retirement planning, and estate planning to help clients secure their financial future. Generated from their business information

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the San Jose, CA area, Kelly C Lee will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.