CJ Stermetz, CFP®, CEP
Silicon Valley's Advice-Only Firm
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Equity For The Win
CJ Stermetz, CFP®, CEP
San Jose, CA
Serving Clients Nationwide
Silicon Valley's Advice-Only Firm
Areas of Focus
- Employee Stock Options
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About CJ Stermetz, CFP®, CEP
Hi, I'm CJ Stermetz. I write articles, build online tools, and advise people for a flat fee.I’ve lived in and have been an advisor in Silicon Valley for several years. Over this time I’ve noticed that people want advice, but don’t want all the typical baggage that comes from working with an advisor (asset management fees cough cough.)
We’ve built EquityFTW to be Silicon Valley’s fee-only and advice-only firm. Our entire focus is to deliver the advice you deserve with the least amount of conflicts of interest as possible.
Outside of business-y things. I have a wife and two sons. I enjoy running, cooking, playing volleyball, playing board games (currently on a Wingspan kick), metal detecting, and hanging out with my family.
Professional Designations
- Certified Equity Professional (CEP)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Financial Planning Association
- National Association of Personal Financial Advisors
Primary Location
5706 Cahalan Avenue Ste. 23393, San Jose, CA 95123
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Fee Only
- Flat Fee
- One-time Financial Plan
- Subscription
What to expect in the first meeting
Please review our About and Advice-Only Services pages to learn more about what we do for clients. If you have questions or would like to explore working together, please click the 'Contact Me' button to send me an email, or click the 'Book Intro Call' button. I look forward to speaking with you.About Equity For The Win
At Equity FTW, we provide advice as transparently as possible. We are a Fee-Only Firm and an Advice-Only Firm. Meaning we don’t earn commissions and we don’t manage investments for clients. We focus on giving advice that’s best for you and our clients don’t have to worry about hidden incentives.Our Advice-Only Services start at $6,000 for a one-time engagement and $800/month for ongoing after (if you need it).
If you don’t know what Advice-only is, please give our article on Why People Want Advice-Only Advisors a read.
Education
Utah Valley University, Bachelor of Science - BS, Personal Financial Planning
Hobbies and Interests
- Board Games
- Cooking
- Family
- Pickleball
- Running
- Volleyball
- Writing
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Crypto Investors
- Dual Income Family
- Financial Independence Retire Early (FIRE)
- Gen Y / Millennials
- Real Estate Investors
- Technology Professionals
- Women Professionals
- Young Families
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