Risley Sams
Helping Tech Professionals Maximize Equity Wealth | Tax-Efficient Growth | Strategic Investing
- Role
- Chief Executive Officer at Rhs Financial
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Risley Sams
Feeling stuck trying to figure out your RSUs or stock options—and dreading the tax bill?Wondering if you’re missing out on your equity’s full potential?Have a growing portfolio but still don’t feel financially free?\' —, ’.Equity compensation can be confusing by design. Between unpredictable stock performance, tax complexities, and fast-moving careers, even the smartest tech professionals feel unsure about their next financial move.’ ’ :Equity compensation that feels like a golden handcuff—full of potential but impossible to plan around.Tax surprises that shrink bonuses, stock payouts, or IPO windfalls.Wealth that’s growing on paper but not translating into long-term financial freedom. ’ :You get a personalized equity strategy built around your goals, career, and lifestyle.You keep more of what you earn with proactive, tax-smart planning.You finally feel confident and in control of your financial future.I’m a fiduciary financial advisor who specializes in helping tech professionals turn complex equity compensation into lasting wealth. My mission is simple: no jargon, no commissions—just real advice, built around your life.Whether you’re preparing for a big liquidity event, facing an IPO, or just tired of winging it with your RSUs, I’m here to help you make smart, strategic decisions with your money-\':A Nvidia engineer struggling with equity taxes—now keeping more of every payout.An Apple executive using a mega-backdoor Roth to build long-term tax-free wealth.A 55-year-old Apple professional weighing return-to-office—now confident with a plan to retire early if needed.If you\'d like to see similar results, send me a direct message here on LinkedIn and let\'s have a chat.
Experience
Chief Executive Officer
Mar 2009 — Present · San Francisco, CA, US
RHS Financial specializes in crafting proactive, needs based family wealth management solutions. Our objective is to build a simple, easy to follow plan to assist affluent families in achieving their financial objectives. The purpose of which is to help my client’s maintain their current lifestyle throughout retirement, minimize tax consequences of their investment strategies and assure a positive legacy is smoothly transferred to the next generation.
Education
California State University, Chico
BS, Business Administration
1989 — 1993
Purdue University Daniels School of Business
MBA, Finance
2000 — 2002
Skills
- Options
- Bloomberg
- Due Diligence
- Hedge Funds
- Equity Research
- Fixed Income
- Derivatives
- Financial Analysis
- Financial Planning
- Mortgage Lending
- Asset Management
- Operations Management
- Retirement
- Bonds
- Strategic Financial Planning
- Retirement Planning
- Business Strategy
- Investment Management
- Compliance
- Equity Trading
- Valuation
- Portfolio Management
- Mergers
- Asset Managment
- New Business Development
- Start-Ups
- Financial Modeling
- Series 63
- M&a Experience
- Wealth Management
- Series 7
- Equities
- Financial Advisory
- Investment Strategies
- Alternative Investments
- Private Equity
- Venture Capital
- Securities
- Corporate Finance
- Trading
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