Mike Troxell
Financial Planning for Folks with Stock Options and RSUs
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Modern Financial Planning
Mike Troxell
Oakland, CA
Serving Clients Nationwide
Financial Planning for Folks with Stock Options and RSUs
Areas of Focus
- Employee Stock Options
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Mike Troxell
Mike Troxell is a financial planner and investment advisor serving tech-industry clients nationwide.Prior to starting the firm in 2018, Mike worked at a San Francisco-based $5 billion wealth management firm. Before getting into financial planning, Mike prepared tax returns at a SF CPA firm.
Mike was named to Investopedia’s 100 Top Financial Advisors in 2022 and 2023.
Mike also has served on the executive board for the Financial Planning Association of San Francisco and has been quoted in publications such as CNN, Huffington Post, and InvestmentNews.
He graduated from Northeastern University in Boston, MA.
Outside of the office, Mike lives with his wife, Jet, and four children, and enjoys family time in the mountains, exercise, and reading.
Affiliations
-
Financial Planning Association
- The AGC
Primary Location
344 Thomas L Berkley Way, Oakland, CA, 94612
Additional Locations
📍 Austin, TX
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a 15-30 minute phone call that will give us both a chance to make sure your situation matches our expertise. We'll then schedule a free discovery session before preparing your free financial assessment. If you decide we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Modern Financial Planning
Modern Financial Planning is a fee-only financial planning firm interested in optimizing your finances while you maximize your life. We serve clients remotely across the United States.We offer in-depth financial planning and investment management services. We combine our deep expertise, leveraging of technology, and network of professionals to ensure you are provided with the best possible service.
Due to our specific expertise, 80% of our clients have Stock Options or RSUs. 20% of our clients are retirees.
The driving principles of MFP are:
✔️ Personal Finance is more personal than it is financial.
✔️ Focus on the things that we can control.
✔️ Lead with education and respect.
There are thousands of financial advisors out there, but there are only a handful that do what we do. Our experience with equity compensation and tax truly sets us apart.
And yes, we are fiduciary and fee-only which means we aren't affiliated with a bank or insurance company, and the only way we are paid is directly from our clients. If we don’t end up working together, you’re at least in the right aisle of the store.
Most importantly, we understand that money touches all aspects of your life – relationships, family, education, career, travel, health, retirement, goals, dreams, legacy. We partner with you to help keep you on track and work through all of life's excitement and uncertainty.
Education
Northeastern University, Bachelor of Science, Accounting and Finance
Hobbies and Interests
- Exercising
- Family
- Hiking
- Reading
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Technology Professionals
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