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You've already accomplished a lot. Now, it's time to elevate your financial experience to enhance efficiency and optimization with a financial advisor who handles financial planning, investment management, equity compensation, and tax planning.

Financial Planning

  • Equity compensation

  • Retirement Savings

  • Financial independence

  • Corporate Benefits

  • College Savings

  • ​Self-employed Retirement Plans

  • Inherited assets/wealth transfer

  • Liquidity Event​​​

  • Retirement

  • Life/Legacy/Estate

Investment Management

  • Personalized allocation

  • Active management

  • Tax focused investing

  • Risk management

Stock Compensation

  • Knowledge of compensation types: RSU, ISO, NQO, RS, ESPP

  • Long-term strategy for exercising and selling

  • Diversifying to reduce concentrated position risk

  • Modeling options for informed decisions

  • Assessing tax implications for liabilities and payments

Tax Planning

  • Compute tax obligations to avoid issues, late fees, and plan for payments.

  • Prepare for self-employment estimated taxes

  • Manage tax brackets to reduce liabilities

  • Plan retirement distributions for tax efficiency

 Check my background at FINRA 

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Meet Jesse Waters 

I started my career trading bonds on Wall Street and then spent over 20 years working with portfolio managers and analysts to provide technology and data solutions to power their strategies. In becoming a financial advisor, I now use that knowledge to help clients make informed decisions about their wealth and help define their financial future.

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LPL Financial

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 Check my background at FINRA

Finra Broker Check
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