Josh Radman

I transitioned into financial planning from tech where I, too, had various equity grants. And, honestly, it was exciting to have ownership stakes in these companies. But that excitement quickly faded into confusion and frustration when I couldn’t find anyone to help me strategize around my options and shares.

It’s one thing to know that Alternative Minimum Tax exists – it’s another to actually develop a holistic plan around it. Since then, I’ve dedicated my career to helping Millennials gain clarity and confidence around their equity compensation and path to financial independence.

Developing deep, long-lasting relationships with my clients is what gets me up in the morning and is the reason I started Presidio Advisors. I’m based in Denver, CO and serve clients virtually across the U.S.

Learn more about how Josh serves his clients:

• Josh's Equity Comp Blog
• What's In a Financial Plan?
• Services & Fees