Aaron Agte, CFP® Graystone Advisor, LLC

Contact this advisor

About Aaron Agte, CFP®

I specialize in helping couples make better financial decisions related to stock options and RSUs. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her RSUs most effectively. Our issues require significant financial planning that firms with AUM minimums wouldn’t be willing to take on.

In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors.

Contact this advisor

Recently Published

Visit the blog →

Ideal Clients

  • Dual Income Family
  • Equity Recipients (RS/RSU SOP ESPP)
  • HENRY (High Earners, Not Rich Yet)

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee

Fee Options

  • Monthly Fee: $850+/mo
  • Quarterly Fee: $2500+/qtr

SEC Records