Do you work at Arcadia?
Get expert insights from financial advisors who specialize in helping Arcadia employees and executives make the most of their compensation package and benefits.
Looking for a financial advisor who specializes in working with Arcadia employees? You’re in the right place. Below, you’ll find advisors who understand Arcadia benefits and compensation — along with their answers to common financial questions from Arcadia employees and executives.
Whether you recently joined Arcadia or you’ve advanced into a management or executive leadership role over a multi-year career, making smart decisions about your income and Arcadia benefits can have a lasting impact on your financial future. For example:
✅ Do you know the right moves to get the greatest value from the Arcadia benefits available to you?
✅ If you’re thinking about leaving Arcadia for another job or planning to retire in a few years, are you taking the right steps today to receive all the compensation and benefits you’ve earned?
Key Takeaways
Arcadia Stock Options Can Build Wealth If You Have a Plan
Arcadia doesn’t currently offer a 401(k) match, but it does grant pre-IPO stock options. Many employees don’t act because the options are confusing or seem worth little before an IPO.
Check the Post-Termination Exercise Window Before Leaving Arcadia
Options often must be exercised within about 90 days of leaving, and unexercised options expire worthless. Review the terms before you resign.
Understand the Tax Impact of Exercising Arcadia Options Before and After an IPO
Knowing how exercising, and a future public offering, affect your overall tax picture helps you choose the right timing and strategy.
Why Arcadia Employees Work with a Specialist Financial Advisor
Throughout the year, Arcadia provides its employees and executives with updates about their benefits, ranging from health insurance and health savings accounts to retirement plans like a 401(k) — along with pre-IPO stock options, unlimited paid time off, and well-being programs. While the company offers many useful resources and access to knowledgeable staff who can assist with questions, you’ll also find financial professionals not affiliated with Arcadia who specialize in helping Arcadia employees make the most of their income and benefits.
Arcadia is headquartered in Greenwood Village, Colorado, in the Denver metro area, and many of its employees work remotely across the country. Whether you work at headquarters, another office, or remotely from home, you may have questions about your compensation package and benefits better suited for a financial professional who can offer unbiased advice and guidance.
Sensitive topics — like the steps you should take before quitting your job at Arcadia to work elsewhere, protecting yourself in advance of a corporate layoff, or deciding when you should plan to retire — are all conversations that may be more comfortable with a trusted financial advisor.
Should You Hire an Arcadia Specialist or a Local Financial Advisor?
You’ll likely find dozens of nearby financial advisors well-suited to help you reach your money goals with a personalized plan. But it can be harder to find a financial advisor who specializes in serving Arcadia employees. Fortunately, many financial advisors offer virtual services, so you can meet online no matter where you (or they) live — which means you can hire a specialist financial advisor who lives hundreds of miles away if their knowledge and experience working with Arcadia employees is the better fit for your unique needs.
💡 In the Q&A below, you’ll gain insights from financial advisors who work with Arcadia employees to help them make smart decisions, get the most value from their compensation and benefits, reduce their money stress, and prepare for a comfortable retirement.
🙋♀️ Have a question not yet answered? Use the form below to submit your question. You can also contact financial advisors directly to set up an introductory call or contact them with your questions.
Q&A: Financial Planning Tips for Arcadia Employees & Executives
In this section, you’ll learn how you can make the most of your Arcadia employee benefits and gain valuable tips from financial advisors who specialize in working with Arcadia employees and executives.
Financial Advisor Q&A · Arcadia Employees
Hazel Secco, CFP®, CDFA®
Align Financial Solutions LLC · Hoboken, NJ · Serves clients nationwide
Fee-only wealth management for high-net-worth women with complex finances.Hazel Secco is a financial advisor based in Hoboken, New Jersey, who specializes in offering financial planning services to Arcadia employees. Hazel helps her clients get the most value from their Arcadia benefits and compensation package so they can enjoy life and feel confident about their financial future.
QAs a financial advisor with experience helping Arcadia employees save for their retirement, how do you help them make the most of their employee benefits?
Arcadia doesn’t currently offer a company match for their 401(k) plan, but they do provide stock options to employees. These are pre-IPO stock options, offering employees an opportunity to participate in the company’s growth. However, it’s essential to understand the tax implications of these stock options, as well as when to exercise them. Depending on an employee’s needs and future goals, you can determine the best timing and strategies to maximize this benefit.
QBeyond Arcadia employee benefits for retirement savings, are there other types of benefits offered by the company that you find valuable to discuss with your clients?
Arcadia has partnered with Manifest House, a virtual well-being space, to offer 30-minute meditation sessions once or twice a month. As I often tell my clients, meditation can truly help your day flow differently, allowing you to show up with a clearer mindset—even when making financial decisions. I highly recommend marking this in your calendar in advance to take full advantage of this awesome benefit. Additionally, they offer unlimited PTO. The work culture is highly supportive, with a strong emphasis on work-life balance, allowing employees to manage their time off flexibly.
QFor Arcadia employees thinking about leaving the company to accept a job elsewhere, what actions do you recommend they take before resigning and shortly thereafter?
I highly recommend reviewing your stock options and understanding the terms, including whether there’s a post-termination exercise period, which is often 90 days after leaving the company. Make sure to make informed decisions to avoid losing the stock options by not exercising them in time. If stock options aren’t exercised, they hold no value.
QWhat are some of the unique financial planning challenges you commonly see among your clients who are Arcadia employees and how do you help them overcome these obstacles?
For many employees, stock options can be confusing, and as a result, they often don’t take action. Typically, they may think the options aren’t worth much since they’re pre-IPO and not publicly traded. However, stock options can be a powerful wealth-building strategy if approached with a plan. Understanding the tax impact on the overall financial picture when exercising options and when the company goes public can help employees make the most of this opportunity.
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About the Author
Brian Thorp
Founder & CEO, Wealthtender · Editor-in-Chief
Brian Thorp is the founder and CEO of Wealthtender and serves as Editor-in-Chief. With over 25 years in the financial services industry — including nearly 22 years at Invesco, where he led strategic partnerships with wealth management firms representing more than $100 billion in assets — Brian founded Wealthtender to help people find financial advisors they can trust and make more informed money decisions.
A member of the National Society of Compliance Professionals and its SEC Marketing Rule Working Group, Brian was recognized by WealthManagement.com as one of its “Ten to Watch in 2024” for his work reshaping how financial advisors market their services. He holds a B.B.A. in Finance from The University of Texas at Austin.
Brian and his wife live in Austin, Texas.