Maybe it's when your colleague mentions "mega backdoor Roth" and you're not sure what you're missing.
Or watching your net worth swing wildly with your company's stock price, knowing you should diversify but
unsure how without a massive tax hit.
Here's what I've learned: Traditional financial advice wasn't written for tech professionals. You don't
have pensions. Our compensation comes in forms that even accountants struggle to optimize.
And in an industry that celebrates youth, your earning window might be shorter than we think.
I was a hardware engineer at IBM and Agilent technologies. Two days after buying my
first home, I was laid off. That wake-up call forced me to master something I'd been
ignoring: how tech wealth actually works.
After two decades helping tech professionals navigate RSUs, stock options, and complex
compensation packages, I've documented the systematic approach that actually works. Not
theory. Not generic advice. The specific strategies for people like us.
INSIDE THE BOOK
I wrote this book for tech professionals who:
If that sounds like you, you're in the right place.
TRUSTED BY TECH PROFESSIONALS
WATCH THE INTERVIEW WITH AUTHOR STANLEY LEONG
MEET THE AUTHOR
Stanley Leong is a wealth advisor specializing in helping tech professionals optimize their financial systems. After earning his Masters from Cornell University and working as a hardware design engineer at IBM and Agilent Technologies, Stanley experienced firsthand the volatility of the tech industry when he was laid off just two days after purchasing his first home.
This pivotal moment led him to transition into wealth management, where he could combine his technical background with financial expertise to help others navigate similar challenges. Over the past two decades, Stanley has worked with hundreds of engineers and executives across the country, developing the WealthFocus model—a systematic approach to wealth management that resonates with the analytical mindset of tech professionals.
Stanley's unique background allows him to understand both the technical complexities of his clients' work and the financial intricacies of their compensation packages. He specializes in helping tech professionals manage concentrated stock positions, optimize complex equity compensation, and build tax-efficient wealth strategies. His approach emphasizes education and systematic processes, ensuring clients understand not just what financial decisions to make, but why.
