Personalized
financial advice
tailored to
You’ve built a career navigating complex systems and solving big challenges. But managing equity compensation, high income, taxes, and long-term goals isn’t just another spreadsheet. It requires time, coordination, and strategy across multiple parts of your financial life.
We partner with tech professionals to help simplify the financial layers that come with high income and equity compensation.
Personalized
financial advice
tailored to
You’ve built a career navigating complex systems and solving big challenges. But managing equity compensation, high income, taxes, and long-term goals isn’t just another spreadsheet.
It requires time, coordination, and strategy across multiple parts of your financial life.
We partner with tech professionals to help simplify the financial layers that come with high income and equity compensation.
You’re used to complexity. We’re here to bring clarity.
At Trek Financial, our philosophy is simple: wealth planning should be as intentional as the career you’ve built. We focus on helping you make sense of your equity, manage income spikes and tax burdens, and invest beyond your company’s stock, so your financial life supports your goals, not just your job title.
We don’t believe in one-size-fits-all advice. We believe in collaboration, flexibility, and building a plan that evolves with your career.
You’re used to complexity. We’re here to bring clarity.
At Trek Financial, our philosophy is simple: wealth planning should be as intentional as the career you’ve built. We focus on helping you make sense of your equity, manage income spikes and tax burdens, and invest beyond your company’s stock, so your financial life supports your goals, not just your job title.
We don’t believe in one-size-fits-all advice. We believe in collaboration, flexibility, and building a plan that evolves with your career.
You’ve put in the work to grow your career, earn equity, and build income. But managing what comes next takes a different kind of strategy.
We help turn your compensation into a long-term plan that supports your goals and simplifies decision-making along the way.
Income events don’t have to mean outsized tax surprises. We help you plan ahead, manage timing, and reduce exposure from bonuses, RSU vesting, and lump sum payouts.
We guide you through the nuances of ISOs, RSUs, NSOs, and warrants, helping you make informed decisions around exercising, selling, and aligning equity with your broader plan.
High earnings bring opportunity, but also complexity. We help you connect your income to the things that matter, from home ownership and family planning to personal freedom and future flexibility.
When most of your wealth is linked to your company’s performance, your financial future can feel one-dimensional. We help you reduce concentration risk and design a portfolio that supports long-term growth, stability, and choice, no matter where your career takes you.
Income events don’t have to mean outsized tax surprises. We help you plan ahead, manage timing, and reduce exposure from bonuses, RSU vesting, and lump sum payouts.
We guide you through the nuances of ISOs, RSUs, NSOs, and warrants, helping you make informed decisions around exercising, selling, and aligning equity with your broader plan.
High earnings bring opportunity, but also complexity. We help you connect your income to the things that matter, from home ownership and family planning to personal freedom and future flexibility.
When most of your wealth is linked to your company’s performance, your financial future can feel one-dimensional. We help you reduce concentration risk and design a portfolio that supports long-term growth, stability, and choice, no matter where your career takes you.
Gavin specializes in working with tech professionals, particularly those navigating the complexities of equity compensation, including stock options, RSUs, ESPPs, and company stock. He offers strategic guidance on past or current employer 401(k) rollovers, complex tax considerations, and planning around major liquidity events such as IPOs, tender offers, and company acquisitions. His approach helps clients optimize timing and minimize tax burdens during these high-stakes transitions. Gavin also works with corporations on cash and treasury management strategies to help optimize yield on idle cash and short-term reserves post funding.
Gavin began his investment career working alongside a senior advisor with over 30 years of experience while completing his bachelor’s degree in finance. Driven by a deep interest in markets and finance, he went on to earn a master’s in finance with an emphasis in Financial Markets from the University of Southampton near London, England. To further his expertise in comprehensive financial planning, Gavin completed a Certificate in Financial Planning from Pepperdine University and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
With a strong belief in holistic planning, Gavin uses advanced tools like eMoney and Holistiplan to model cash flow, project future tax impacts, and uncover planning opportunities. Whether you’re evaluating early exercise decisions, preparing for a liquidity event, or transitioning to a new company, Gavin provides clarity and confidence through every step.
He resides in Carlsbad, California with his wife and two children. Outside of work, Gavin enjoys surfing, golfing, family time, and staying current on tech trends, capital markets, and emerging financial strategies.
Check the background of the investment professional on SEC CHECK. See this advisor’s status on SEC Advisor Info.
The foundation of a strong financial plan is far more than having a diversified portfolio, it is about making difficult decisions that continue to occur throughout your life in all areas of your financial world. We strive to bring you the expertise you need to navigate through life’s decisions. With this in mind, we partner with Trek Financial, LLC., a SEC Registered Investment Advisory firm.
With the support of the Trek Corporate Management Team, we are able to provide the best service possible to our clients. Additionally, by aligning with Trek, we are able to provide our clients with additional planning resources.
Disclosure:
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Trek Financial’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Trek Financial, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.
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