As a tax preparer specializing in equity compensation, I’ve had the privilege of working with Marcel. I am impressed by his dedication to understanding each client's situation in order to provide a thoughtful, holistic approach to their financial life. He explores the complexities surrounding equity compensation, from stock options to RSUs, and takes the time to tailor strategies to each client’s unique needs.
Marcel is collaborative, ensuring tax implications are integrated into overall financial plans. Clients can count on consistent communication, attention to detail, and genuine care for their financial success.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This endorsement was provided by Amber, a CPA who collaborates with Simplify Wealth Planning on client cases involving tax and equity compensation strategies. Amber is not a client of Simplify Wealth Planning, and no compensation was provided for this endorsement. The views expressed are their own and based on their collaborative experience working with our firm.