Financial Planning for SpaceX Employees
Professional Guidance to Help Turn the SpaceX IPO into Your Next Mission
We are here to help you:
Connect Your Life Goals to Financial Strategies
Navigate Tax Complexity
Make Confident Decisions About Your Equity
A SpaceX IPO Could Change Your Financial Future. Are You Ready?
For SpaceX employees, an initial public offering brings real opportunity, and real complexity. After years of building something extraordinary like SpaceX, your equity could become a significant source of wealth. But making a plan for this windfall requires more than just waiting for the lock-up to end. You need answers to questions like:
How do I manage the tax impact of vesting RSUs or exercising stock options?
Do I have too much of my net worth tied up in this company?
How can I use the lock-up and blackout windows to my advantage?
I'm ready to make the most of this moment, but where do I start?
You don't have to figure out the answers alone. Our Fullerton-based financial planning firm works with SpaceX employees in Southern California and nationwide to help turn a potentially life-changing opportunity into a clear and actionable plan.
Create an IPO Plan Around the Life You Want
We can help you:
Connect the Pieces
See how your equity, taxes, investments, and goals work together.
Craft Your Plan
Model the tax impact, liquidity timing, and diversification choices.
Build What’s Next
Move forward with a strategy to give you room to choose what comes next.
A Long-Term Partner for a Long-Term Plan
The SpaceX IPO is a once-in-a-career event, and the decisions you make in the months around it can shape your financial life for decades. As a fee-only, fiduciary firm, we’re not going to sell you products, and we don’t earn commissions. Our sole mission is to give you unbiased advice focused on your best interests.
Founded in 1984 and now in our fourth generation of ownership, we've spent four decades helping clients navigate complex financial moments. Our multi-generational team means the relationship you start today can last as long as you need it to.
For SpaceX employees, that can mean:
Coordinating decisions across RSUs, stock options, and the employee stock purchase plan.
Modeling tax outcomes before you exercise, sell, or accept a vest.
Using the lock-up and blackout periods to set goals and build your strategy, not just wait.
Fitting your SpaceX equity into an overall investment strategy.
Mapping how today's decisions support what matters most to you and your family.
Our Services Include:
How We Work Together
1
Start the Conversation
Schedule a complimentary call to talk through where you are and where you want to go.
2
Map Out the Full Picture
Together, we dig into your equity, benefits, taxes, and goals to see how the pieces fit together.
3
Build Your Plan
Move forward with a plan that helps give you the freedom to choose what comes next.
Are We a Match?
The decisions ahead are too important for generic advice. We may be a good fit if you're a SpaceX employee who:
Wants a clear plan for the months before, during, and after the IPO.
Seeks professional guidance on equity compensation, taxes, and what comes next.
Values a long-term relationship with a fee-only, fiduciary team.
Take the Next Step
A SpaceX IPO is a once-in-a-career moment, and what you do with it matters. Let's sit down, discuss your story, and talk through how to make the most of the IPO for the future you envision.
Or reach us directly at 714-738-0220