Brian Grimditch

About Brian Grimditch

If you work in tech and you have equity, you\'ve probably realized that no one prepared you for this part. Your company\'s HR team can tell you when your options vest. Your brokerage can show you the current share price. But nobody sits down with you and says: here\'s what you should actually do, in what order, and why, given your tax situation, your timeline, and what you\'re trying to build. That\'s the gap I work in. I\'m a fee-only fiduciary Wealth Advisor specializing in equity compensation planning for tech professionals at Series B through pre-IPO companies. I work with senior ICs, managers, and executives who are sitting on meaningful equity and need a real plan, not generic advice. What that looks like in practice:1. Mapping out your ISO exercise strategy across multiple tax years before AMT becomes a problem2. Stress-testing your financial plan against different liquidity scenarios (IPO, acquisition, secondary)3. Coordinating with your CPA so your equity decisions and your tax return are actually aligned4. Building a complete financial picture so the equity fits into something larger If you have a grant expiring, a Series B closing, or a liquidity event on the horizon and you\'re not sure what to do next - that\'s exactly when to reach out.

Experience

1. Wealth Advisor

   Highline Wealth Partners

   Jun 2024 — Present · Los Angeles, CA, US

   Most wealth advisors manage portfolios. I specialize in the moment before the money arrives.I work with senior engineers, managers, and executives at Series B through IPO tech companies who are sitting on significant equity and have no clear plan for what to do with it. ISOs expiring. AMT exposure building. A liquidity event on the horizon.What I actually do- Model ISO exercise scenarios across multiple tax years to minimize AMT and maximize after-tax proceeds- Build pre-IPO financial plans that account for lockup periods, concentration risk, and secondary market options- Coordinate with CPAs and attorneys so equity decisions don\'t create tax surprises after the fact- Run fee-only, fiduciary planning.no product sales, no commissions, no conflicts

Education

• University of Arizona - Eller College of Management

  BS, Business/Marketing

  2002 — 2006

Skills

• Strategic Partnerships
• Sales
• Recruiting
• Social Media
• Start-Ups
• Consultative Selling
• Cold Calling
• Solution Selling
• Sales Recruitment
• Marketing
• Networking
• Management
• Customer Relationship Management (Crm)
• Account Management
• Negotiation
• Business Development
• Leadership
• Technical Recruiting
• Sales Process