Tech ProfessionalsFIRE / Early RetirementTax PlanningEquity CompensationPre-RetireesHigh Net WorthHigh-Income ProfessionalsExecutivesMillennialsDigital Assets Investors (Crypto)
Marcel Miu, CFA®, CFP®
Simplify Wealth Planning
Price Range: $5,000 – $15,000 per year | Project-Based Plans Available: $4,000 – $10,000
Hi, I’m Marcel Miu, the founder and lead planner at Simplify Wealth Planning (SWP).
I built SWP because I've been exactly where you are: grinding through long days in a demanding career, juggling employer stock decisions (stock options, RSUs, etc), and feeling the relentless pressure of financial decisions.
The Tech Pro's Financial Dilemma
You're earning well, but managing your wealth feels like a stressful chore:
- Employer stock packages sit untouched
- April brings surprise tax bills
- Retirement and investment strategies remain undefined
- Mental clutter from too many complex financial decisions
The Real Cost of Delay
Every day of financial procrastination silently costs you:
- Tens to hundreds of thousands of dollars potentially lost to overlooked tax strategies
- Financial missteps pushing back your work-optional date
- Missed opportunities to secure your family's long-term well-being
Solutions for Complex Financial Lives
Every client at Simplify Wealth Planning gets a tailored financial roadmap built around their life and goals, focused on:
- Tax Mastery: Proactive strategies to slash your tax bill.
- Employer Stock Clarity: Decoding stock options, RSUs, ESPPs, and tax traps like AMT.
- Advanced Scenario Modeling: Clearly see outcomes before you act. Whether you're considering exercising stock options, participating in a tender offer, a home upgrade, sabbatical, or any other irreversible decision.
- Strategic Investing: Portfolios built uniquely for your goals, while keeping tax efficiency at the heart of it.
- Clear Communication: You will understand exactly what's happening with your money.
Pricing and Flexibility You Can Count On
- Ongoing Planning + Investments from $5,000/year
- Premium Strategies for executives and high-net-worth tech pros (from $6,000/year)
- Project-Based Comprehensive Plans ($4,000–$10,000)
💡Details On Our Services & Pricing
Meet Your Expert Guide: Marcel Miu, CFA®, CFP®
With 15+ years of experience in investments, employer stock, and tax challenges (including 10+ years with JP Morgan and Cohen & Steers), I help ensure your wealth strategy matches the complexity of your work and life.
Life outside the spreadsheets is all about family, delicious food, and sunny strolls with my dog, Nellie.
Explore More:
📬 Wealth Made Simple Newsletter
📝 How to Diversify Your Concentrated Stock Position Without a Massive Tax Bill
📝 Tender Offer: Should I Sell My Private Company Stock or Hold On?
📋 Get Your Free "Are You On Track" Snapshot