About Marcel Miu, CFA, CFP®
Hi, I’m Marcel Miu, the founder and lead planner at Simplify Wealth Planning (SWP).
I built SWP because I've been exactly where you are: grinding through long days in a demanding career, juggling employer stock decisions (stock options, RSUs, etc), and feeling the relentless pressure of financial decisions.
The Tech Pro's Financial Dilemma
You're earning well, but managing your wealth feels like a stressful chore:
- Employer stock packages sit untouched
- April brings surprise tax bills
- Retirement and investment strategies remain undefined
- Mental clutter from too many complex financial decisions
The Real Cost of Delay
Every day of financial procrastination silently costs you:
- Tens to hundreds of thousands of dollars potentially lost to overlooked tax strategies
- Financial missteps pushing back your work-optional date
- Missed opportunities to secure your family's long-term well-being
Clear Solutions for Complex Financial Lives
Every client at Simplify Wealth Planning gets a tailored financial roadmap built around their life and goals, focused on:
❶ Tax Mastery: Proactive strategies to slash your tax bill.
❷ Employer Stock Clarity: Decoding stock options, RSUs, ESPPs, and tax traps like AMT and 83(b).
❸ Advanced Scenario Modeling: Clearly see outcomes before you act. Whether you're considering exercising stock options, a home upgrade, sabbatical, or any other irreversible decision.
❹ Strategic Investing: Portfolios built uniquely for your goals, while keeping tax-efficiency at the heart of it.
❺ Clear Communication: You will understand exactly what's happening with your money.
Pricing and Flexibility You Can Trust
- Ongoing Planning from $3,000/year
- Premium Strategies for executives and high-net-worth tech pros (from $6,000/year)
- Project-Based Comprehensive Plans ($3,000–$10,000)
Meet Your Expert Guide: Marcel Miu, CFA, CFP
I've spent 15+ years navigating complex investments, employer stock, and tax challenges. With deep expertise tailored specifically to tech professionals, I ensure your wealth strategy matches your career's pace and complexity.
Life outside the spreadsheets is all about family, delicious food, and sunny strolls with my dog, Nellie.
Money matters, but only if it supports a life you truly cherish.
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View Sample Public Tech Financial Plan
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