Marcel Miu, CFA®, CFP®

Hi, I’m Marcel Miu, the founder of Simplify Wealth Planning (SWP).

I started SWP to help tech professionals like you master your money and live your best life. I’ve been in your shoes: working hard in the corporate world with little time for anything else.

Personal finances were falling by the wayside.

The Six-Figure Struggle

You're crushing it in tech, but your finances? That's another story.

• Stock options and RSUs gathering dust
• Tax implications that make your head spin
• Retirement plans getting lost in the shuffle

Sound familiar?

​The High Cost of Financial Neglect

• $10,000s potentially lost in tax oversights each year 
• Your dream retirement pushed further away 
• Sleepless nights worrying: "Am I making a huge mistake?" 
• The gnawing guilt of neglecting your financial future 

Every day of inaction could be costing you. 

Your Financial Lifeline

I've walked your path - from New York finance trenches to decoding my own equity maze. Now, I'm here to be your guide.

At Simplify Wealth Planning, we transform confusion into clarity:

• Unlock the hidden value in your equity compensation 
• Slash your tax bill to ensure you only pay what you must 
• Design a retirement strategy that lets you sleep soundly 
• Secure your family's financial future 

Imagine: Financial confidence without sacrificing your work-life balance.​ 

Beyond the Numbers

Beyond the office, my world revolves around family, food, and joyful moments with my dog, Nellie. Every day, these passions remind me of the importance of cherishing the present while planning for the future. 

Let’s Connect

 Are you on track for financial success? Visit www.simplifywealthplanning.com for your free "Are You On Track" snapshot to find out. Stop wondering. Start thriving.

Our clients earn everything from early-stage founder stock, restricted stock awards (RSAs), stock options (ISO and NSOs), RSUs (private and public companies), and ESPP shares. You don’t need to move your money to us for us to help you.

We know handing over the reins can be tough, no matter how many safety measures are in place. Our flat fee model uniquely positions us to serve people like you. We work with clients locally in Austin, Texas and also serve clients virtually nationwide.