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les@grossmantalent.com
grossmantalent.com/our-team

(650) 387-0533

101 Jefferson Dr, Menlo Park, CA 94025
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Quanta

Accounting/Bookkeeping
Corporate Tax Return
Quanta is a full-service accounting platform built for growing software companies. We handle everything from month-end close to tax filing and cash flow management — no bookkeeper or external firm required. More than just software, we’re a hands-on partner as your company scales.
Accounting Firm
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Farther Finance

Equity Recipients
Investment Planning & Management
Wealth Management
Ultra High Net-worth
Holistic Financial Planning
At Farther, we empower individuals, families, and business owners to reach their financial goals with modern, personalized wealth management. Our experienced advisors blend advanced technology with expert guidance to offer comprehensive planning and investment solutions tailored to you.
Financial Advisor / Planner
Wealth Manager
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30/40 Wealth Partners

Equity Recipients
Holistic Financial Planning
Investment Planning & Management
Tax Planning
Ultra High Net-worth
30/40 Wealth helps tech professionals with $1M–$15M+ in equity compensation turn stock options, RSUs, and company stock into lasting wealth. We specialize in pre-IPO planning, liquidity events, and tax-optimized strategies for managing concentrated public company stock.
Financial Advisor / Planner
Wealth Manager
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Morling Financial Advisors

Equity Recipients
Portfolio Management
Retirement Planning
Tax Planning
Ultra High Net-worth
Morling Financial Advisors (MFA) is a fiduciary wealth management firm dedicated to maximizing your financial well-being through comprehensive, personalized, and tax-smart strategies.
Financial Advisor / Planner
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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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EquityFTW

Advice-Only
Estate Planning
Equity Recipients
Ultra High Net-worth
FIRE
We are a Fee-Only and an Advice-Only firm. Meaning we don’t earn commissions, and we don’t require management of your investments. We're based in Silicon Valley but serve people in tech everywhere.
Financial Advisor / Planner
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