Malissa Marshall, CFP®, MS Tax, EA
Financial & Tax Planning for Equity Compensation & Cross-Border Situations
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Serving Clients Nationwide
Financial & Tax Planning for Equity Compensation & Cross-Border Situations
Areas of Focus
- Employee Stock Options
- Equity Compensation Options
- International and Cross-border Planning
- Investment Management
- Taxes
About Malissa Marshall, CFP®, MS Tax, EA
Hi, I'm Malissa Marshall. I work with founders, investors, and employees who have equity compensation (ISOs, NQSOs, RSUs, etc.), including those with cross-border situations, who need complex and tightly integrated financial, tax and estate planning.Making the right decisions about your equity compensation in the little time you have can be nearly impossible. And for those with cross-border situations, the complexity is exponential, so it's critical to have an experienced advisor on your team to help you navigate them.
The financial and tax planning services I provide simplify your decisions so you can feel more confident, maximize your after-tax wealth, and live the life you love.
I serve as a personal CFO for busy professionals who need a 360-degree perspective on your finances to make effective, goal-based decisions in the little time you have. While tax planning serves as the backbone, focusing through the tax lens alone is insufficient - it's critical to step back and make sure that all aspects of your financial life are fully aligned to support your goals.
As an experienced advisor, I can provide actionable guidance to help you achieve your personal goals by helping you set priorities, explore alternatives, and understand potential unintended consequences, allowing you to make decisions with confidence. At this stage in your career, you are focused on growing your wealth - it's my job to help you protect and preserve it.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
- Master of Science in Taxation (MST)
Affiliations
-
Fee Only Network
- Global Financial Planning Institute
- National Association of Personal Financial Advisors
- The CIGA Network
- XY Planning Network
- Global Financial Planning Institute
Primary Location
Bristol, VT 05443
Meeting Options
- Video Conference
- In-Person
- Phone
- Webinars
Compensation Methods
- Fee Only
- Hourly Rate
- One-time Financial Plan
- Package Offers
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. The focus of our time together will be to get to know one another better, understand your specific situation and what you hope to accomplish, and for you to learn about our process and how we can help you manage your finances with confidence. We look forward to meeting with you!Offers Investment Management
Yes
About Soaring Wealth LLC
With two decades of experience and advanced technical expertise, we're confident that we can provide you with the customized services you deserve.I chose the name "Soaring Wealth" because I love the image of a bird high in the sky, riding the wind, and believe that mastering your finances and harnessing them to support your dreams should similarly provide that level of confidence, perspective, and freedom.
Raison d’être
I founded Soaring Wealth LLC so that I could provide comprehensive financial planning, portfolio management, and advanced tax planning and preparation in a seamlessly-integrated manner. I also specialize in cross-border financial planning for foreign nationals in the US and recently returned US expatriates.
Before launching Soaring Wealth LLC, I worked for a Big Four global accounting firm for almost a decade in San Francisco, Boston, and Zürich, Switzerland, providing tax services to both corporate global mobility programs around the world and private clients throughout the United States and Europe. My time working with cross-border executives – and living overseas myself – highlighted the numerous financial and tax pitfalls that individuals in such situations run into.
After witnessing such complexity firsthand, the dream of providing comprehensive financial planning became more urgent for me once I returned to the US, but I quickly realized that I would need to set up my own firm in order to fully utilize my experience as a CFP® with advanced tax and cross-border expertise and provide the kind of comprehensive services that so many individuals need.
Education
Northeastern University Master of Science (MS), Tax, with a concentration in Financial Planning | University of California, Berkeley M.A./Ph.D. Graduate Program, European and Middle Eastern History | Barnard College, Bachelor of Arts (B.A.), Political Science and German Literature
Hobbies and Interests
- Family
- Gardening
- Hiking
- Horseback Riding
- Music
- Reading
- Running
- Skiing
- Swimming
- Traveling
- Walking
- Working Out
- Writing
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Entrepreneurs
- Expats
- Foreign-Born Individuals
- Gen X
- Immigrants
- Investors
- LGBTQ
- Living in Retirement
- Single Women
- Technology Professionals
- Travel Lovers
- Women in Transition
- Women Professionals
- Women’s Finance
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Strong financial guidance for a busy family
Malissa is the financial advisor you wish you’d met years ago
Tackled a unique situation.
Worth the money spent!
Needle in a Haystack
Working with Malissa
An Angel sent from Heaven...
A+ Financial Planning
Excellent Personalized Review and Service
Terrific Personalized Service
fabulous Malissa
Review of Malissa Marshall
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