Marcel Miu

Fast-Tracking Work Optional For Tech Pros | Turn Your Stock Comp Into Wealth, Cut Taxes & Live Life Your Way | Flat Fees Starting at $4k - Not Based On How Much Money You Have

Role
Founder and Wealth Planner at Simplify Wealth Planning
Location
Austin, TX, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Marcel Miu

Your RSUs vest next month and you\'re not sure whether to sell or hold. You exercised…

Experience

  1. Founder and Wealth Planner

    Simplify Wealth Planning

    Apr 2023 — Present · Austin, TX, US

    Our clients earn everything from early-stage founder stock, restricted stock awards (RSAs), stock options (ISO and NSOs), RSUs (private and public companies), ESPP shares, and more.Our approach is different than many advisors you\'ll come across. We have a flat fee approach starting at $4k—Not based on how much money you have. There\'s no requirement that we hold your investments to work with you.

Education

  • Ohio University

    B.B.A.

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Marcel Miu — Founder and Wealth Planner at Simplify Wealth Planning in Austin, TX, US | Unifers