Author: Ryan Schwartz
Working as a financial advisor in the Bay Area, I have clients that have restricted stock units. And that means there may be portfolio diversification, tax, and vesting schedule considerations that need to be considered and/or integrated into clients' financial plans.
Because of this experience, Coryanne Hicks of US News and World Report quoted me in her article "How to Advise Clients on Restricted Stock Units."
If you have questions about your own equity compensation, please feel free to reach out to me anytime.