Olivia
Online
Aaron Agte CFP®
@AaronAgteCFP
Financial Advisor & Founder of Graystone Advisor where I provide fee-only comprehensive financial planning for couples who need help with stock options.
Foster City, CA
Joined May 2013
138 Following
180 Followers
1.4K Posts
Are you ready to live your ideal life today, not just in retirement? 🌅 Explore the non-financial aspects of retirement planning in our latest blog and podcast. Gain actionable insights! https://t.co/2YwrdgE9RU #RetirementPlanning #FinancialFreedom
I spend as much time helping clients think about meaning and purpose as I do helping them plan their finances.
https://t.co/E2rCqtHQv9
Should your child attend Cornell or choose a different path? 🎓 Discover the hidden costs of college decisions and how they impact financial freedom. Read our latest blog: https://t.co/FXqN9FrZSb #CollegePlanning #FinancialFreedom
Here's why you need to spend more.
https://t.co/Dhb4q6AxT8
Who to follow
Bill Westcott, Inc. 
@BillWestcottInc
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. https://t.co/A4dmiwPawY https://t.co/NQX686vzDG.
Chris Rondinelli, CFP®
@ChrisRondinelli
Financial Advisor at Seven Fields Wealth Mgmt. Securities offered through LPL FInancial, Member SIPC, https://t.co/60yxk7y0wg
Sunhee Lee, AIF®, MBA
@sunheelee20
LPL Financial Advisor.
Securities and advisory services offered through LPL Financial, Member SIPC. https://t.co/qKbD3Xn6fL
ISO University: Your guide to navigating ISOs in a pre-IPO company
https://t.co/SQxgWT3vwS
ISO University: Congrats, you're hired! Now follow these steps with your new ISOs.
https://t.co/iXIS6v2zv1
The math behind March Madness and Buffett's Billions.
https://t.co/V8UBP3rOKj
Manage expectations to cultivate your ideal year.
https://t.co/1hp5n3W2Iw
Trishul's origin story
https://t.co/eZpc8aAH26
https://t.co/spjdruoOzw
If you work at a publicly traded company, you should probably exercise your ISOs in January.
https://t.co/CPC6v61a10
If you have NSOs, you need to listen to this episode.
https://t.co/6bkhvG9w6M
#102. Your guide to navigating the equity compensation jungle (inc. ISOs, NSOs, RSUs, ESPP).
https://t.co/DGyOgqYWEF via @YouTube
#101. ISO University: It's IPO Time! So now what do you do with your ISOs? https://t.co/EufpgM065H via @YouTube
ISO University: Your guide to navigating ISOs in a pre-IPO company.
https://t.co/VUdfBkIfLy
ISO University: Congrats, you're hired! Now follow these steps with your new ISOs.
https://t.co/QtvhLxIwoz
#46. Elections create financial opportunities, but not in the way you the way you think. https://t.co/OFizW3Hqpg via @YouTube
My thought process for helping clients decide when to exercise ISOs, depending on the stage of the company.
https://t.co/qb6NhAswQR
Trishul and I go in-depth on how ISOs work and some potential strategies.
https://t.co/qVXdMFdUpn
Most Popular Users
Elon Musk
@elonmusk
240.2M followers
Barack Obama
@barackobama
119.3M followers
Donald J. Trump
@realdonaldtrump
111.6M followers
Cristiano Ronaldo
@cristiano
109.2M followers
Narendra Modi
@narendramodi
106.9M followers
Rihanna
@rihanna
97.3M followers
NASA
@nasa
92.1M followers
Justin Bieber
@justinbieber
90.6M followers
KATY PERRY
@katyperry
86.9M followers
Taylor Swift
@taylorswift13
80.8M followers
Lady Gaga
@ladygaga
72.3M followers
Kim Kardashian
@kimkardashian
69.4M followers
Virat Kohli
@imvkohli
68.7M followers
YouTube
@youtube
68.6M followers
Bill Gates
@billgates
63.5M followers
The Ellen Show
@theellenshow
62.5M followers
CNN
@cnn
61.9M followers
Neymar Jr
@neymarjr
61.3M followers
X
@x
60.9M followers
Selena Gomez
@selenagomez
60M followers