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Morling Financial Advisors (MFA) is a fiduciary wealth management firm dedicated to maximizing your financial well-being through comprehensive, personalized, and tax-smart strategies. We go beyond basic investment management, offering deep expertise in complex areas like equity compensation (stock options, RSUs), tax planning, alternative investments, and international/cross-border financial complexities. Our tailored services and diverse expertise ensure we are always working in your best interest to create a customized financial road map that aligns your wealth, taxes, and goals through every stage of life.
About Victor Huang
Victor Huang is a Partner and Senior Advisor at Morling Financial Advisors. He oversees the firm’s Advisory Team to ensure clients receive thoughtful and strategic guidance tailored to their goals. Since joining MFA in 2015, Victor has helped grow the firm’s advisory practice and has become a trusted resource for clients navigating complex financial decisions. He frequently hosts educational workshops for individuals and companies, with a focus on topics such as pre-IPO planning and stock option tax strategies.
Before joining MFA, Victor worked with Lending Club and Northwestern Mutual, and also gained extensive experience serving the nonprofit community. Outside of work, Victor enjoys great food with friends, CrossFit, and cheering on the Golden State Warriors and San Francisco 49ers.
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.
Morling Financial Advisors (MFA) is a fiduciary wealth management firm dedicated to maximizing your financial well-being through comprehensive, personalized, and tax-smart strategies.
Owl & Ore is a fee only financial planning firm, specializing in Family Financial Planning for employees who receive equity compensation packages.
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.
