CJ Stermetz

I run one of the best websites on equity compensation and I advise people in arguably the most transparent way possible.

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I’ve been an advisor in Silicon Valley for the last 8+ years. Over this time, I’ve noticed that people want advice, but don’t want to pay an advisor asset management fees.

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We've built EquityFTW to be Silicon Valley’s fee-only and advice-only firm. Our entire focus is to deliver the advice you deserve with the least amount of conflicts of interest possible.

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Outside of business-y things. I have a wife and two sons. I enjoy running, cooking, playing volleyball, playing board games (currently on a Wingspan kick), metal detecting, and hanging out with my family.

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CJ Stermetz

Some of Fifteenth's partners

Owl & Ore Wealth Planning

College Planning

Equity Recipients

Family Financial Planning

Retirement Planning

Wealth Management

Owl & Ore is a fee only financial planning firm, specializing in Family Financial Planning for employees who receive equity compensation packages.

Financial Advisor / Planner

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Brighton Jones

Equity Recipients

Holistic Financial Planning

Investment Planning & Management

Tax Planning

Wealth Management

Brighton Jones provides Personal CFO advisory services to individuals and families. Our mission is to help clients Live a Richer Life, which goes beyond simply managing investments. Through our integrated planning process, we take the time to deeply understand your goals and your life, allowing us to provide advice that spans your entire balance sheet and income statement—just as a chief financial officer would for a company.

Wealth Manager

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Flames Financial Planning

Investment Planning & Management

Tax Planning

Retirement Planning

Family Financial Planning

Trusts

Flames Financial Planning is a flat-fee, fee-only fiduciary firm built for people who want clarity, not complexity. We specialize in retirees with $1–5M and young high earners earning $300k+ who want their entire financial life working in sync. Investment management, financial planning, tax filing,

Financial Advisor / Planner

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Accountalent

Cash Flow/Budgeting

Controllership

Corporate Tax Return

Fractional CFO

Tax Planning

Accountalent is the Go-To tax and accounting solution for 5,000+ Startups. As trusted tax and accounting experts focusing solely on startups, we are here to make your finances easy to understand. Our focus is on income tax compliance, R&D Credits, and bookkeeping and we scale with our clients from Seed to C.

Accounting Firm

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30/40 Wealth Partners

Equity Recipients

Investment Planning & Management

Tax Planning

Ultra High Net-worth

Wealth Management

30/40 Wealth helps tech professionals with $1M to $15M+ in equity compensation turn their stock options, RSUs, and company stock into lasting wealth — without overpaying on taxes or making costly mistakes.

Financial Advisor / Planner

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Think Different Financial Planning

Equity Recipients

Home Buying

Investment Planning & Management

Ultra High Net-worth

Wealth Management

Think Different Financial Planning was founded to help people in tech take control of their finances. Our flat fee is simple, transparent, and not tied to how much money you have. You always know exactly what you’re paying. We take the time to understand the full picture of your financial life — helping you maximize savings, minimize taxes, optimize investments, and stay on track toward your goals. Rather than trying to beat the market, we use low-cost, tax-efficient investments that are designed to track the market and build long-term wealth.

Financial Advisor / Planner

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CJ Stermetz

CJ Stermetz

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Some of Fifteenth's partners

Owl & Ore Wealth Planning

Brighton Jones

Flames Financial Planning

Accountalent

30/40 Wealth Partners

Think Different Financial Planning

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