Company Equity Planning & Employee Stock Option Analysis

One of the many benefits of working for a tech company is the opportunity to build wealth through equity compensation — but making the most of your financial plan requires more than guesswork. 

At Citrine Capital, we have extensive experience helping Bay Area professionals manage stock options and other types of equity compensation with proven, tax-efficient strategies.

Get Clarity on Your Employee Stock Options and Equity Plans

Company equity planning isn’t just about understanding ISOs or RSUs. You also need to know how that equity may impact other areas of your financial life and your goals.

This is especially true in the Bay Area with sky-high living costs, high-stakes liquidity events, and the potential for concentrated stock risk, even seasoned tech professionals can feel overwhelmed.

That’s why our team of dedicated financial advisors is here to simplify the process and help you unlock the full potential of your company equity.

Your Equity Incentive Plan Deserves Expert Guidance

We’re here to help you maximize the value of your equity with a tailored strategy that aligns with your life goals, career trajectory, and the realities of life in the Bay Area.