Theresa Pablos, CFP®

I'm a fee-only CERTIFIED FINANCIAL PLANNER helping to bring equity compensation, taxes, and competing priorities together into one clear financial and life plan. I built my practice to solve a specific problem: tech professionals are generating incredible wealth, but often lack the time or bandwidth to actually enjoy it.

From navigating ISOs and RSUs to planning for potential IPOs, I handle the technical heavy lifting so you don't have to. My goal is simple: to take the noise of your financial life and turn it into a clear, actionable plan.

Because the point isn't just to have money. It's to have options.