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ISO, NSO, RSU, AMT, 83(b), QSBS... we'll help you digest the alphabet soup.
Areas of Focus
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Saving for College
- Taxes
About Me
Hi! I'm Stanley, a fee-only financial planner based in the San Francisco Bay Area. I founded DRS Financial Partners to help early to mid-career startup employees steer through the complexities of their equity compensation and ever-changing lives.Fascinated with the stock market since I was young, I began my career at a boutique wealth management firm in SF and quickly discovered how rewarding it is to help people gain clarity around their finances and make decisions with confidence. Whether it's preparing for a liquidity event or starting a family, seven years of helping tech executives and early employees with their complex situations helped me appreciate just how important it is to build a solid financial foundation.
During my time there, I earned the CERTIFIED FINANCIAL PLANNER™ designation and CFA® charter, sat on the investment committee, and led the firm's financial planning efforts.
Adopted from Okinawa as a baby, I grew up in Hawaii and fell in love with the Bay Area during a high school summer program. Outside of work you can find me on one of the Bay Area's many beautiful hiking trails, unwinding with some video games, or keeping up with an F1 race weekend.
Professional Designations
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA)
Affiliations
- CFA Institute
- CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
Location
94112
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Other
- Percentage of Assets Managed
What to expect in the first meeting
We'll get acquainted, learn about your financial goals, challenges, and objectives, evaluate a mutual fit, and go through our process and services.Offers Investment Management
Yes
About our Firm
DRS Financial Partners was created to help early to mid-career tech employees prepare for and steer through the complexities of their equity compensation and constantly evolving financial lives. Our goal: to empower you to take control of your finances and reduce the drag on your financial future.We are a fee-only Registered Investment Adviser with a fiduciary obligation to our clients - the highest standard of care requiring us to put our clients best interest before ours, always.
DRS Financial Partners LLC is an Investment Adviser registered in the States of California and Hawaii, and offers advisory services in jurisdictions where registered or exempted from registration.
Education
Santa Clara University, B.S. Economics
Languages
- English
Hobbies and Interests
- Cars
- Computer
- Cooking
- Hiking
- Running
- Video Games
Who We Serve
- Blended Family
- Gen Y / Millennials
- Parents
- Young Families
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