For technology professionals with $1M+ in investable assets
Transform Company Stock Into A Retirement-Ready Portfolio
A 30-minute presentation on how we'll build you a custom financial roadmap (so you can plan for the things you've always wanted to do).
Custom Financial Roadmap Meeting Available For Booking After Watching The Presentation
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What my clients say
"His plans and recommendations have been incredibly thorough, helpful, and inspiring. I especially appreciate his patience and 'teacher's approach.' He has earned my trust in very short order, and I'm excited to work with him long-term."
"A standout experience from start to finish. Concrete, actionable guidance I could actually act on — and he handled every step with professionalism and calm. For the first time, I genuinely feel in control of my financial future."
"His calm demeanor made it immediately clear I was in good hands. He patiently listened while posing important questions — professional, kind and thoughtful. Someone I would entrust with my financial future."
"I feel like I've got all of my bases covered at all times. They're always available when I need assistance and they really know what they're doing. I highly recommend working with them."
Testimonials are from current or past clients via Yelp and LinkedIn. No compensation was provided. They may not reflect every client's experience and are not a guarantee of future results.
The free presentation
The Confidential Retirement Presentation
A short walkthrough of how your accounts, equity and taxes become one retirement roadmap — your date, your income, and your next step.
Inside the presentation
Not a sales video. A clear walkthrough of the decisions your retirement roadmap has to answer — and how your equity and taxes fit them.
When you could stop working
Your projected retirement date — and what changes if you leave sooner, or work one more year.
The paycheck that replaces your paycheck
How much you could pay yourself each year once the salary stops — and where that income comes from.
Which accounts to draw from, and when
The withdrawal order across your accounts — built for your situation, not a rule of thumb.
Where your money actually goes
What to invest in around your goals, time horizon and risk — your company stock included in the plan, not treated separately.
How your equity fits the plan
Usable money versus statement value, how much of your future rides on one stock, and the tax bill behind an equity decision.
“One more year” — for a reason
What a year of working longer actually buys you, so staying is a choice instead of a default — and how to get your own roadmap built.
Who you'd be talking to
Kyle Clark, CFP®
A CERTIFIED FINANCIAL PLANNER™ professional at Gerber Kawasaki in Los Angeles, focused on technology professionals and equity compensation — RSUs, ESPP and options coordinated with taxes and retirement, not treated as an afterthought to a generic portfolio.
A regular markets commentator on national financial media, Kyle leads with a documented planning process: planning before product, decisions connected, implementation assigned.
How it works
Watch the presentation
Answer a few quick questions, get instant access, and watch on your own time.
See if it fits your situation
If the roadmap maps to your decision — retirement timing, company stock, a job change — you'll know by the end.
Book your discovery call — only if you want one
At the end you'll see how to get your complete retirement roadmap built — in under 30 days from that call. No obligation, no pitch if it isn't a fit.
Questions, answered
Most of my net worth is in one company's stock. Can you help me decide what to sell?
Yes. Concentration is the most common thing we map: how much of your future is riding on one stock, what to keep versus sell, and how to do it without an avoidable tax hit.
My RSUs, ESPP or options create a big tax bill. Do you handle that?
Yes. Coordinating the tax on your equity, the withholding gap, capital gains and loss harvesting, with your CPA is a core part of the roadmap.
I'm weighing a home purchase or another big cash decision. Is that part of this?
Yes. Cash-flow timing and funding a home or another near-term goal is one of the most common decisions we plan around.
I might change jobs, or I just got a severance. Does that change the plan?
It can. A job change, a severance or a move can shift your equity, your taxes and your timeline, so we build those into the plan instead of reacting to them.
Am I actually on track to retire, and how would I pay myself?
That's the core question the roadmap answers: a projected date, the income to replace your paycheck, and which accounts to draw from, in what order.
What if I already have an advisor or CPA?
Good. The roadmap starts with what they already handle and what's still unclear, then assigns who does what going forward.
What does it cost?
The offer is simple: a complete retirement roadmap in under 30 days from your discovery call. Ongoing services are optional, discussed separately with scope and fees before you decide.
Who this is for
A fit if you…
- Have $1M+ in investable assets (excluding your home, current-employer 401(k) and unvested awards)
- Hold meaningful company stock or equity compensation (RSUs, ESPP, options)
- Are weighing a real decision — when you could retire, what to do with company stock, or a job change in the next few years
Not a fit if you…
- Are looking for a hot stock tip or someone to beat the market
- Don't yet have $1M in accessible assets
- Want to hand it off entirely and not be part of the decisions
Start here
Start with the free presentation.
A short walkthrough of your retirement roadmap — when you could stop working, and how you'd pay yourself. Free, no meeting, nothing to buy.
Watch the free presentation