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Advisor Insights

How Equity Compensation Fits Into Your Clients' Financial Plans

Company stock can be a significant wealth-building opportunity, but uncertainty still surrounds its role in a portfolio.

As a financial advisor working exclusively with the technology community, one of the most common questions I get from clients is, "How can I maximize my equity compensation?"

Historically, equity compensation at meaningful levels was largely reserved for senior management and executive roles. Nowadays, more companies--particularly in the tech and startup world--offer equity plans to the majority of employees as a means of attracting and retaining the best talent.