Marcel Miu, CFA®, CFP®

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 equity comp decisions, and feeling the relentless pressure of tax implications and investment choices. Your financial life shouldn't overwhelm you just because you're excelling professionally.

The Tech Pro's Financial Dilemma

You're earning well, but managing your wealth feels more like a stressful chore than strategic planning:

• Equity comp packages sit untouched
• April brings uncertain tax outcomes and surprise bills
• Retirement and investment strategies remain undefined
• Mental clutter from too many complex financial decisions

If this hits home, you're not alone.

The Real Cost of Delay

Every day of financial procrastination silently costs you:

• Tens of thousands of dollars lost to overlooked tax strategies
• Equity missteps pushing back financial independence
• Sleepless nights wondering if you’re making costly mistakes
• Missed opportunities to secure your family's long-term well-being

Clear Solutions for Complex Financial Lives

Every client at Simplify Wealth Planning gets a tailored financial roadmap built around their life and goals, focused on:

1. Tax Mastery: Proactive strategies to slash your tax bill.
2. Equity Compensation Clarity: Decoding stock options, RSUs, ESPPs, and tax traps like AMT and 83(b).
3. Advanced Scenario Modeling: Clearly see outcomes before you act. Whether you're considering anything from an IPO, a home upgrade, or a sabbatical.
4. Evidence-Based Investing: Low-cost, transparent ETF portfolios. No hidden fees.
5. Clear Communication: Straight talk, zero jargon. You understand exactly what's happening with your money.

Pricing and Flexibility You Can Trust

• Ongoing Planning from $3,000/year
• Premium services for executives and high-net-worth tech pros
• One-Time Comprehensive Plans ($3,000–$10,000)

No asset transfers required.

Meet Your Expert Guide: Marcel Miu, CFA®, CFP®

I've spent 15+ years navigating complex investments, equity comp and tax challenges. With deep expertise tailored specifically to tech professionals, I ensure your wealth strategy matches your career's pace and complexity.

Life outside the spreadsheets is all about family, delicious food, and sunny strolls with my dog, Nellie. Money matters, but only if it supports a life you truly cherish.

Explore More:

🎬 Watch My Firm Intro Video

📬 Wealth Made Simple Newsletter

📋 Get Your Free "Are You On Track" Snapshot

💡 Discover Our Services & Pricing

📂 View Sample Public Tech Financial Plan

📂 View Sample Private Tech Financial Plan

Ready for simplicity, clarity, and financial confidence? You're in the right place.