Smart Planning for Equity Compensation

Brent chats with Ryan Halvorson about how to make smart moves with equity compensation. They talk about different kinds of equity compensation, from RSUs, stock options, to deferred compensation. They then explain what issues to watch out for and how to make smart decisions from a financial planning perspective.

Ryan Halvorson is an advisor at TCI Wealth Advisors. With more than a decade of wealth management experience, he brings determination and passion as an advisor. He provides tailored advice to help individuals make informed decisions about their financial future. Prior to joining TCI, his professional journey included roles at Merrill Lynch, US Trust, US Bank Private Wealth Management and Morgan Stanley. 

Beyond the numbers and charts, building relationships with clients is what Ryan enjoys most.  These relationships go beyond transactions and are founded on trust and understanding. Ryan’s goal is to create connections that stand the test of time. He is honored to be a reliable and steady partner with his clients that will last for the next 20-30 years.  

Ryan can be found here: Ryan Halvorson, CFP® – TCI Wealth

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

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