Suggestions
Matt Faubion, CFP®
Helping Tech Execs & Founders With Equity Comp | Wealth Manager | Founder “Don’t vest and forget”
Matt Faubion, CFP® is the founder and wealth manager of Faubion Wealth Management (FWM), a registered investment advisory firm based in the San Francisco Bay Area.12 As a Certified Financial Planner™ professional, Matt specializes in serving tech founders, executives, and entrepreneurs with comprehensive wealth planning and investment management services.23
Professional Background
Matt has over a decade of experience in the financial industry.1 His career path includes:
- Starting as a Wealth Advisor Associate at a boutique wealth management firm in San Francisco
- Working as a Senior Wealth Manager, specializing in high-net-worth technology entrepreneurs
- Joining a nationally recognized financial planning firm in Walnut Creek, CA
- Serving as a Wealth Strategist and Partner at a start-up wealth management firm in San Francisco
Education and Credentials
- B.S. in Economics with a Minor in Business (Honors) from San José State University
- Executive Certificate in Financial Planning from San Francisco State University
- CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
- Passed the Chartered Financial Analyst (CFA) Level 1 Exam in the 90th percentile1
Faubion Wealth Management
Matt founded FWM to provide fiduciary advice to the next generation of wealth generators. The firm emphasizes:
- Fee-for-service wealth planning without commissions
- No account minimums
- Virtual services
- A sworn fiduciary approach, putting clients' interests first
- Customized wealth strategies based on in-depth client understanding1
Personal
Matt is a Bay Area native, currently residing in Dublin with his wife and pets. He enjoys following local sports teams, volunteering, music, outdoor activities, and traveling.1
Highlights
The 83(b) election is one of the most powerful strategies in all of equity compensation planning.
Yet, even today, many in the tech world are unaware of this potentially potent tax-saving strategy, no less know when it is appropriate to deploy.
83(b) Election Benefits: ✅ Reduce Tax Upon Exercise ✅ Start Capital Gain Tax Clock ✅ Own Equity, Not Stock Options ✅ Skin In The Game ✅ Greater Planning Flexibility
Though the strategy is relatively simple in concept, it can be hard to implement.
As I always say, Don't Vest And Forget... check out this resource below to understand the 83(b) election and if it may make sense for you!
https://lnkd.in/gCjwpB9f
#83b #83belection #tech #techemployee #equity #employeestockoptions #equitycompensation #equitystrategy #RSUs #NSOs #ISOs #wealthstrategy #wealthmanagement #wealthplanning #financialplanning
Don't just stick to a plan.
Plans need to adjust as circumstances change and new information rolls in.
Stick to planning which is a continuous process.
So...
Stick to the process
