You've Mastered Complex Systems. But Is Your Financial Code Running Optimally?

Your RSUs are vesting. Your 401(k) is maxed out. Yet something doesn't feel quite right.

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.

Why I Wrote This Book

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.

What You'll Learn

In Engineering Your Finances, I break down the seven critical areas of financial planning, specifically for tech professionals:

• Why the "mega backdoor Roth" could let you shelter an extra $20,000+ annually from taxes
• How to deal with hidden investment risks you may not even be aware of.
• The sequence of returns risk that could derail early retirement (and how to protect against it)
• Estate planning mistakes that could cost your heirs hundreds of thousands
• The workplace benefits you're probably underutilizing

I've included anonymized case studies from actual tech professionals I've worked with, showing how these strategies work in practice.

Who Should Read This

I wrote this book for tech professionals who:

• Earn $200,000+ base salary with significant equity compensation
• Want to understand the "why" behind financial strategies, not just follow rules
• Appreciate systematic, evidence-based approaches
• Have growing wealth but limited time to become finance experts

If that sounds like you, you're in the right place.

About 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.