Serving Kirkland
Financial Advisor in Kirkland, WA
Personalized financial planning for Kirkland families and tech professionals. My Bellevue office is just a 10-minute drive away, and I offer virtual consultations for your convenience.
Schedule a Discovery CallFinancial Planning for Kirkland's Growing Community
Kirkland has become one of the Eastside's most desirable communities, blending waterfront living with proximity to the region's tech employers. The Google Kirkland campus is one of the company's largest engineering offices outside Mountain View, bringing thousands of highly compensated professionals to the area.
Kirkland residents face specific financial planning considerations: managing equity compensation from Google and other tech employers, navigating high-value real estate decisions, planning for Washington's long-term care requirements, and building multi-generational wealth strategies.
I have advised clients on the Eastside since 2013. Whether you're a Google engineer planning your GSU vesting strategy or a long-time Kirkland resident planning retirement, I build plans around your specific goals and circumstances.
Focus Areas for Google Kirkland Employees
Specialized strategies for Google's equity and compensation structure.
GSU Vesting Strategy
Optimize your Google Stock Unit vesting and diversification schedule. I help you balance concentration risk with tax efficiency across your total portfolio.
Mega Backdoor Roth
Google's 401(k) plan supports after-tax contributions with in-plan Roth conversions. I help you maximize this powerful wealth-building strategy.
Tax-Efficient Diversification
Create a disciplined plan to reduce concentrated stock positions while minimizing capital gains. Particularly important for long-tenured Googlers with significant unrealized gains.
Comprehensive Financial Planning
Beyond equity compensation, we address retirement projections, estate planning, insurance coverage, and education funding for a complete financial strategy.
Full-Service Financial Planning
Every service available in person or virtually for Kirkland residents.
Just 10 Minutes from Kirkland
My office at 1417 116th Ave NE, Suite 202, Bellevue, WA 98004 is a quick drive south on I-405 from Kirkland. We're also happy to meet virtually. Many Kirkland clients prefer a mix of in-person and video meetings throughout the year.
Specialized Planning for Kirkland Employers
We serve employees from the region's largest employers with industry-specific focus.
Ready to take the next step?
Schedule a discovery call to talk through your situation and see if we are a fit.