Serving Redmond
Financial Advisor in Redmond, WA
Comprehensive financial planning for Redmond's tech professionals and families. Specializing in Microsoft equity compensation, retirement transitions, and wealth management for the Eastside tech corridor.
Schedule a Discovery CallRedmond's Tech Corridor Demands Specialized Planning
Redmond is the epicenter of the Pacific Northwest tech ecosystem. Microsoft's global headquarters, Nintendo of America, and a growing number of gaming and enterprise software companies call Redmond home. The concentration of highly compensated tech professionals creates a community with distinctive financial planning needs.
Microsoft employees face a particularly complex compensation landscape: stock awards that vest over four years, an ESPP with favorable terms, a 401(k) with generous matching, and the mega backdoor Roth option. Concentrated company stock can build wealth, but it also concentrates risk, so diversification and tax timing both matter. Coordinating these benefits into a cohesive strategy benefits from specialized focus.
I have advised clients on the Eastside since 2013, and I understand the career trajectories, compensation structures, and life stages that define financial planning here. My Bellevue office is just minutes from Microsoft campus via 148th Ave.
Employer Plans I Know Well
Deep familiarity with the benefits and compensation programs of Redmond's major employers.
Microsoft
- Stock award vesting and diversification strategies
- Mega backdoor Roth through the 401(k) plan
- ESPP optimization and tax planning
- Executive deferred compensation planning
- Retirement transition for long-tenured employees
Nintendo of America
- Executive compensation planning
- Retirement plan optimization
- Tax-efficient equity strategies
- Cross-border tax coordination (Japan HQ)
- Long-term wealth building strategies
Services for Redmond Residents
Complete financial planning available in person or via virtual meetings.
Minutes from Microsoft Campus
My Bellevue office at 1417 116th Ave NE, Suite 202 is a short drive south from the Microsoft campus and Redmond Town Center. We also offer virtual meetings for Redmond clients who prefer the convenience of video consultations, especially popular for midday check-ins between meetings.
I Also Serve Boeing and Amazon Employees in Redmond
Beyond Microsoft, we provide specialized planning for employees across the region's major employers.
Ready to take the next step?
Schedule a discovery call to talk through your situation and see if we are a fit.