Frank Alvarez

Financial Consultant
Securities offered through LPL Financial, Member SIPC

[Frank Alvarez @FrankAlvarezFA]

@markcecchini Happy birthday G! Have an amazing day in the company of your family.

[Frank Alvarez @FrankAlvarezFA]

@markcecchini This took me 3 years to realize and is one of those “aha” moments that skyrocketed my business and inherently made me a better advisor.

[Frank Alvarez @FrankAlvarezFA]

@TKopelman Guessing this can only be applied for ex-employees? Been talking to some clients about the possibility of leaving SpaceX to be able to hedge their wealth.

[Frank Alvarez @FrankAlvarezFA]

@Eric_M_Courage Beautiful

[Frank Alvarez @FrankAlvarezFA]

@markcecchini Equity my man

[Frank Alvarez @FrankAlvarezFA]

@markcecchini Insane! I’m at $120M on SpaceX alone (subject to the rapid change in stock price). There is an incredible amount of wealth out there.

[Frank Alvarez @FrankAlvarezFA]

@TKopelman It’s very different to be a high income earner than a high net worth achieved from disciplined saving/investing through decades. This is for all the “wealth whispers” crowd.

[Frank Alvarez @FrankAlvarezFA]

@markcecchini 👏🏼👏🏼👏🏼

[Frank Alvarez @FrankAlvarezFA]

Literally just had a meeting 2 hours ago against a client with his Roth conversion model from Claude. I detected 4 major costly mistakes the model was suggesting. All resulted in over 6 figures in additional tax. It still gets things wrong. Also… is he going to go ahead and perform conversions each year at optimal times? Is he going to be able to communicate those to accountant? What if tax law changes? Is he going to be on top of it?

[Frank Alvarez @FrankAlvarezFA]

@markcecchini It’s ok to say that SpaceX is going public this week Mark. I promise it is not slop like your haters say. We are living it day by day.

[Bloomberg @business]

The SpaceX IPO has created a groundswell of business for wealth advisers who specialize in the complex equity compensation favored by tech startups — and the massive tax bills likely to follow https://t.co/B3wKJWwekB

[Frank Alvarez @FrankAlvarezFA]

Fortunately and unfortunately the reason is because as equity comp financial planners right now is where we are spending 10 hour days 5-6 days a week meeting with dozens of employees from these companies. It is what we are living and breathing everyday and the conversations are deep.

[Frank Alvarez @FrankAlvarezFA]

@bryanhasling @matt_gottshall 😂

[Frank Alvarez @FrankAlvarezFA]

@markcecchini Losers, oh they sell let me tell you….. but Ballers on the other hand….. the real ballers

[Frank Alvarez @FrankAlvarezFA]

@markcecchini I’ve watched Toy Story about 400 times now. This new generation of kids man… Crazy thing is I still remember it from when I was a child so I know the whole movie verbatim now feels like

[Frank Alvarez @FrankAlvarezFA]

@matt_gottshall So Jealous

[Frank Alvarez @FrankAlvarezFA]

@theficouple People always seem to make these numbers present value numbers. $225k/yr is $80k/yr in today’s dollars conservatively. For most people that got to $300k by 35 years old that is not too much money.

[Frank Alvarez @FrankAlvarezFA]

@markcecchini Haha the buzz light year in the background. Love it

[Frank Alvarez @FrankAlvarezFA]

@markcecchini

[Frank Alvarez @FrankAlvarezFA]

@markcecchini No way!!! My 20 month old is as well haha. I told my wife to hide his toys because it’s getting a little too much. Glad to hear we are in the same boat. To infinity, and beyond!!