Welcome to Strategic Path Financial
A Boutique, Family-Run Retirement firm that provides down-to-earth, highly personalized retirement and wealth planning for tech professionals, business owners, and individuals nearing retirement.
With us, you’re more than just a client, you’re family.
Technology Professionals
Support with stock options, RSUs, bonus variations, and vesting strategies
entrepreneurs
your business—and guidance on retirement plans for your employees.
pre-retirees & retirees
Guidance on financial stability throughout retirementand optimal timing for Social Security benefits.
technology
Professionals
Entrepreneurs
Pre-Retirees
& Retirees
A Down-to-Earth Approach
At Strategic Path Financial, we help tech professionals, business owners, and individuals nearing or in retirement confidently plan for the future… and for life beyond the paycheck.
As a boutique, family-run firm, we offer personalized financial guidance with a warm, down-to-earth approach. Whether you’re preparing for retirement, planning to sell a business, or working in tech and trying to make sense of RSUs, stock options, and complex equity compensation—we’re here to help.
our mission is simple
Our mission is to provide personalized, values-driven financial guidance that empowers tech professionals, business owners, and retirees to make confident decisions and build lasting security for themselves and their families. Through education, transparency, and care, we help clients navigate their financial journey with clarity, purpose, and peace of mind.
Let’s make sure your future works just as hard for you and your loved ones. Take the next step together with a complimentary, no-obligation meeting.
our values
Relationships First
We treat every client like part of our extended family… offering guidance with the same care, honesty, and attention we’d give our own loved ones.
Simplicity & Clarity
Financial planning doesn’t have to be complicated. We bring clarity to the complex, helping you move forward with confidence and peace of mind.
Education & Empowerment
We believe informed clients make confident decisions. That’s why we take the time to explain the strategy and the numbers behind every plan, at your pace, in plain language.
Integrity & Transparency
We don’t sell products or push agendas. Our fiduciary guidance is always rooted in what’s best for you, with no pressure, hidden fees, or confusing industry jargon.
Lifelong Partnership
We’re here for the long haul, not just for one decision, but for your entire financial journey!
Secure your financial future with guidance you can trust.
We believe financial planning is more than just numbers—it’s about family, trust, and long-term security. Our approach is personal, ensuring you feel confident and cared for every step of the way. Build your financial future with a team that treats you like family. Connect with us today to get started!