Max Pashman

Max Pashman, a financial advisor specializing in technology employees and sales professionals, shares his journey from a large firm to a fee-only practice. He discusses the transparency and trust benefits of fee-only advisors, guiding clients through complex equity compensation. The duo reveals five common mistakes tech workers make with their finances, emphasizing the need for strategic planning and professional tax advice. Tune in for insights on achieving financial independence and avoiding pitfalls in managing equity.