We work with startup employees to provide equity planning, stock option financing, and wealth management. Securities by Secfi Securities, LLC.
San Francisco, CA
Joined April 2017
- Tweets1.7K
- Following667
- Followers10.7K
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Secfi retweeted
Have stock gains or equity comp but worried about your taxes? 😰
📷@AskSecfi Financial Planner @CArnold_CFP
& I are doing a webinar this Wed, Dec. 13 @ 12 pm PT.
Sign up to learn strategies for maximizing your tax deductions 📷
hello.secfi.com/tax-saving-s…
Secfi retweeted
Have stock gains or equity comp but worried about your taxes? 😰
📆 Mark your calendars for our free webinar w/ @AskSecfi Financial Planner @CArnold_CFP & our CEO @adamnash this Wed, Dec. 13 @ 12 pm PT.
Sign up to learn strategies for maximizing your tax deductions ⬇️
hello.secfi.com/tax-saving-s…
Secfi retweeted
Great summary and reminder from @CArnold_CFP at @AskSecfi! 💡
Estimated tax payments can also play a crucial role in optimizing your charitable giving.
Here's how ⬇️
Secfi retweeted
Get your equity right - it could change your life
Tomorrow I’m chatting all things equity management with my friends @AskSecfi
🤔 Do you know what to do with your stock options?
@cjgustafson struggled with decisions about his own equity, even as he built a successful finance career in tech.
Tomorrow, he'll be sharing the lessons he learned along the way. Join us👇
bit.ly/3OTKwOb
Secfi retweeted
If you are working at a startup please listen and also share
There is such a thing as 'pre-wealth' advisory and @secfi is the place to go
Frederik @AFMijnhardt and I discuss this, tax-efficient option exercising, and recent Stripe fundraising
howardlindzon.com/p/panic-fr…
Secfi retweeted
Get your equity right - it could change your life.
I interviewed CEO of @AskSecfi Frederick Mijnhardt about how employees can better manage their startup wealth 👇
Secfi retweeted
Inside Secfi’s 2022 state of stock options equity report tcrn.ch/3CHLrdD by @afmijnhardt
Secfi retweeted
Great interview thread @AskSecfi about the major tax benefits of giving to charity this holiday season.
As we get closer to the end of the year, remember this is the right time to donate stock, ETFs, crypto, etc. One of the best tax deductions available. 💯
Giving back is great for the community. But did you know that it could also be great for your wallet? 🤯
We invited @adamnash, CEO and co-founder of @DaffyGiving, to share how donor-advised funds (DAF) can support your favorite causes, & why they can benefit you on #tax day.
🧵
Secfi retweeted
As an employee, you invest your time every day just by showing up to work.
And, if you have to buy your options you’re also investing your money.
Yet we rarely think about the company we work for from an “investment” perspective.
Here’s my take on this:
Secfi retweeted
Our tax system is insanely complex. And the truth is that the IRS and courts don't often know how it should work🤷
It's a confusing mess, even for tax experts. But, sometimes, it can be interesting and pretty funny. Here’s some of my favorite tax conundrums and oddities.
Secfi retweeted
Looking forward to be back at @money2020 this year and speak on startup #equity and #wealthmanagement on Tuesday at the Build Bold Stage. Much work needed still to demystify the world of start-up equity.
Want to meet up near or around the conference? Send me a dm!
Secfi retweeted
Despite the venture slowdown, fintech startups are still hiring tcrn.ch/3BYoaDb by @bayareawriter
Secfi retweeted
San Francisco-based @AskSecfi launches an SEC-RIA firm earlier this month, bringing on John Morrison, a Dimensional Fund Advisors portfolio manager, to run it.
wealthmanagement.com/ria-new…
Secfi retweeted
San Francisco-based @AskSecfi, a firm that provides education to startup employees around equity-based compensation packages and more, launched an SEC-RIA firm earlier this month, bringing on John Morrison, a Dimensional Fund Advisors portfolio manager.
wealthmanagement.com/ria-new…
Secfi retweeted
Visit @AskSecfi at their booth to learn why they are trusted by thousands of startup employees for equity planning and financing. #CultureSummitHQ
🔗ow.ly/MeBZ50KSbw2
Secfi retweeted
The Art of Burning Cash (plus some 🔥 Breaking Bad gifs)
Check out this weeks issue of mostly metrics.
I partnered with my friends at @AskSecfi to connect the dots between cash burn and valuation mostlymetrics.com/p/burning-…
Secfi retweeted
In 2021 alone, startup employees and executives paid $11 billion in unnecessary taxes by not exercising their stock options early enough.
Read @AskSecFi's @ViejeP guide on how accountants and startups can work together to help employees take stock. gusto.com/partner-resources/…