Guiding Tech Professionals To Financial Clarity
From optimizing equity compensation to building long-term wealth, we leverage deep expertise and cutting-edge tools to help innovators pursue their financial future with confidence.
Our Mission
We empower tech professionals with transparent and adaptive financial strategies that are specifically designed to meet the unique demands of the technology sector. By optimizing equity and securing futures, we help these forward-thinking individuals navigate the complexities of their financial landscapes.
Our Process
Our holistic approach combines deep industry expertise with cutting-edge strategies in investment management, tax optimization, and equity compensation, empowering clients to navigate their financial landscape with confidence and precision.
The Values That Drive Everything We Do
These are the core principles that guide our actions, decisions, and interactions, ensuring we consistently deliver exceptional service.
Integrity
We honor our commitments and hold ourselves to the highest ethical standards ...even when no one is watching.
Innovation
We challenge convention by embracing bold ideas that drive smarter solutions and lasting impact.
Accountability
We take ownership of our actions and results, holding ourselves and each other responsible for delivering with excellence.
Transparency
We communicate openly and honestly to foster trust, alignment, and informed decision-making.
Growth
We embrace curiosity and continuous learning, investing in our people and evolving with purpose.
Adaptability
We stay agile in the face of change, turning uncertainty into opportunity with resilience and resolve.
The Amazing Team Behind Our Company
Founded by former tech leaders, GPU Financial is uniquely positioned to support technology professionals through their toughest financial decisions.
Devon Fromme, CFP®
Marta Johnston, CFP®, CIMA®
Blek Czerniewski, EA, CFP®
Asha Muller, AIF®, MBA
Trusted By Tech Professionals Like You
They truly listen...and that makes all the difference.
My GPU financial advisor took the time to understand my long-term goals, my challenges, and personal values.
Ravi Y
Programmer Analyst IV
I finally have clarity in my financial life!
I had stock options, multiple income streams, and no real strategy for managing it all. The GPUF team helped me make sense of everything!
Alizai H
Sr. Software Engineer
Insightful, proactive, and unbelievably easy to talk to.
They ask the right questions, anticipate challenges before they happen, and make the entire process approachable. I'm not just guessing and hoping for the best anymore.
Justin P
Principal Product Manager
They don’t just advise, they genuinely care.
What sets this firm apart is their genuine care. They took time to understand what really matters to me, not just my financial goals, but my deeper motivations.
Siobhan M
Cloud Engineer III
Frequently Asked Questions
Need more information?
Contact: 1 (888) 888-8888
What services do you offer?
We provide comprehensive financial planning services tailored for tech professionals. Our offerings include investment management, retirement and estate planning, tax strategies, and specialized advice on equity compensation. We integrate advanced analytical tools to create bespoke strategies that address your unique financial landscape.
How do you tailor your services for tech professionals?
Tech professionals often receive compensation packages featuring stock options, RSUs, or other forms of equity. We design strategies that account for these specific income structures, assess market volatility, and incorporate both short-term dynamics and long-term growth opportunities—all while leveraging data-driven insights to fine-tune your portfolio.
Can you help me manage equity compensation and stock options?
Absolutely. We have deep expertise in handling various forms of equity compensation. Our advisors work with you to evaluate vesting schedules, balance risk, and mitigate tax implications, ensuring that these valuable assets work optimally towards building your long-term wealth.
What is your fee structure?
We believe in complete fee transparency. Our fee models are designed to align our success with yours—whether through a fee-only model or an asset-based fee. During an initial consultation, we’ll walk you through our detailed fee schedule so you understand exactly how our advisory services benefit you.
Who are your typical clients?
Our clients are tech professionals—from software engineers and data scientists to tech entrepreneurs and startup founders. They often have complex financial circumstances involving diverse compensation structures and dynamic income streams, and our firm is dedicated to supporting these unique needs.
How does technology enhance your financial advisory process?
We utilize cutting-edge fintech solutions such as real-time portfolio tracking, dynamic scenario modeling, and secure digital dashboards for ongoing performance monitoring. This technology-driven approach enables us to provide proactive advice and quick adjustments in an ever-evolving market.
Do you offer digital tools for monitoring my financial goals?
es, we offer an interactive digital dashboard that allows you to track investments, monitor progress towards your goals, and receive timely updates. This tool enhances transparency, accessibility, and helps you make informed decisions in real time.
What sets your firm apart from traditional financial advisory firms?
Our deep understanding of the tech industry and its unique challenges sets us apart. By combining industry-focused insights with advanced technological tools, we create personalized strategies that not only manage risk but also capitalize on the high-growth potential typical of the tech sector.
How do you ensure the security of my information?
Data protection is paramount. We employ robust cybersecurity measures—including encryption, multi-factor authentication, and regular security audits—to safeguard your personal and financial information, ensuring confidentiality and compliance with the latest security standards.
How can I get started?
Getting started is simple. We offer a no-obligation consultation where we discuss your financial goals, evaluate your current situation, and determine the best strategies for your future. You can book an appointment online or contact us directly to begin a conversation tailored just for you.
