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Financial Planning for Technology Professionals and Engineers

Today’s technology and engineering professionals face a host of unique financial planning challenges. Operating within an industry that often relies on stock-based compensation, many industry professionals are not only high-income earners, but work within a highly competitive sector that endures the highest employment turnover in the S&P.

Unique industry challenges require unique approaches to financial planning. Technology and engineering professionals require experienced advice with particular emphasis on mitigating potential tax burdens that arise throughout the arch of their career.

Navigating the financial complexities of stock options can be challenging. You need a financial specialist that understands your company’s retirement plans in all their shapes and sizes, be it: 401(k) plans, Roth 401(k) plans, 401(k) rollovers, employee stock ownership and supplemental retirement plans (ESOP’s), restricted stock awards (RSA’s), restricted stock units (RSU’s), personal investment accounts, or Medtronic qualified plan account to Roth account conversions.

At Sonoma Wealth Advisors, we have time-tested experience working with current and former Medtronic employees, as well as retirees. We partner with you to create a personalized financial plan that progresses and adapts as your life and career evolve. Our extensive financial plans include:

 

  • Tax Strategies on Highly Appreciated Company Stock
  • Equity Compensation Analysis
  • Risk Management
  • Wealth Management
  • Asset Protection
  • Asset Allocation and Rebalancing
  • Market Simulation
  • Cash-Flow Analysis
  • Legacy Planning

 

Todd Gomes

Todd Gomes

With 17 years of industry experience, Todd has worked extensively in financial services and approaches wealth management from a customized planning perspective. Skilled at explaining sophisticated wealth strategies and market dynamics in a way that’s easily understandable, Todd works with his clients to outline specific goals and customizes each portfolio from the ground up, so his clients can realize their specific life goals within specific periods of time.

Todd received his Bachelor of Arts from Cal State East Bay, and he’s spent years studying modern portfolio theory and asset allocation strategies in a professional capacity. Todd is an Accredited Investment Fiduciary (AIF®).

Ben Sedillo, CFP®

Ben Sedillo

Through a thoughtful and empathetic perspective, Ben works with his clients to address the many challenges they face when building, maintaining, and transferring wealth. Ben’s skilled at identifying and addressing his client’s needs with careful planning, diligent market research, and a passionate curiosity for the many idiosyncrasies of his clients’ lives. 

Over his 16 years in the wealth management industry, Ben has worked for Charles Schwab, Wells Fargo Advisors, and Sonoma Wealth Advisors. Ben is an Accredited Asset Management Specialist (AAMS®), and an Accredited Investment Fiduciary (AIF®).

Kevin Marrow, CFP®

Kevin Morrow

Kevin has worked in the financial services industry since 1987. After spending his first decade in the insurance business, Kevin transitioned to become a bank-based Financial Advisor in Sonoma and Napa Counties. After many years with Bank of the West, Wachovia, and Wells Fargo Advisors, Kevin decided to join Sonoma Wealth Advisors to continue growing his business with Todd Gomes, Ben Sedillo, and the Sonoma Wealth Advisors team. 

Kevin attended the University of Wisconsin River Falls where he studied Agriculture Economics. After moving to Sonoma County in the early 1980s, Kevin developed an interest in the wine industry and pursued his passion for winemaking, becoming the owner and winemaker of Tara Bella Winery in the Russian River Valley.

Are you a technology professional, executive, or engineer who’s looking to work with someone who understands your unique needs?

Schedule a meeting today for a complimentary consultation.

Todd Gomes
(707) 490-8842
todd@sonomawealthadvisors.com

Ben Sedillo
(707) 481-5678
ben@sonomawealthadvisors.com

Kevin Morrow
(707) 217-0865
kevin@sonomawealthadvisors.com

Schedule a Meeting