financial planning expertise for new families and tech in the SF BAy Area
I'm here to help you plan a bright future!
financial planning expertise for new families and tech in the SF BAy Area
I'm here to help you plan a bright future!
About Stebnicki Financial Planning LLC
A Proven Approach
Stebnicki Financial Planning LLC provides exceptional financial advice tailored to the thriving Bay Area tech community. Many professionals in the technology industry face unique financial opportunities and challenges that require specialized planning and guidance. Whether you hold stock options, RSUs, or ESPPs, are preparing for a liquidity event, or need advice on when and how to exercise equity compensation, thoughtful planning can have a significant impact on your long-term financial success and tax situation.
Life changes can also create important financial decisions. Have you recently had a child or plan to start a family in the near future? Are you considering purchasing a home in the Bay Area? Have you updated your estate plan and beneficiary designations to reflect your current wishes? Are you wondering when financial independence or retirement may realistically be achievable? These are the types of questions and planning opportunities I help clients navigate with confidence and clarity.
Stebnicki Financial Planning LLC provides personalized financial planning services designed around each client’s individual goals, values, and stage of life. Recommendations are customized based on both short-term priorities and long-term objectives. Financial planning services may include stock option and equity compensation planning, investment management, retirement planning, tax planning, cash flow analysis, debt management, education planning, insurance analysis, estate planning coordination, and risk management strategies.
The goal is to help clients make informed financial decisions, reduce unnecessary stress, and build a strong financial foundation for both their family today and future generations tomorrow.
Why Me?
Matt Stebnicki understands the challenges of working in Tech while raising a family in the Bay Area. He is a fiduciary and will always put his client's interests first. He has a proven track record while working for the Bay Area's top companies and attending our nation's top universities. Stebnicki Financial Planning LLC's mission is to help you and your family achieve your life goals through a sophisticated and detail oriented approach. He will listen carefully to your needs and design a financial plan tailored to your goals.
Matt understands tech workers and stock plans. Matt spent over 10 years in Finance Management roles at Tech Companies, and created stock compensation/equity plans for these companies. This includes plans for Incentive Stock Options(ISOs), NonQualified Stock Options(NSOs), and Restricted Stock Options(RSUs). If you have any questions or would like to plan out an optimal strategy for exercising and selling your stock options, I am here for you.
The Team
Founder/Owner/Principal
Matt Stebnicki, MBA, CFP® serves as the Founder, Owner and Principal Officer of Stebnicki Financial Planning LLC. His passion is helping his clients make smart financial decisions that will help them reach their life goals. Matt's typical clients are tech workers in the Bay Area that are married and have children. Matt has an extensive background in finance, and worked for some of the top Bay Area Tech Companies prior to launching Stebnicki Financial Planning LLC. Matt earned his bachelor's degree in Economics from Cornell University in 1998 and earned an MBA with a focus in Finance from Duke University in 2004. Matt is a CERTIFIED FINANCIAL PLANNER™ professional and a fiduciary, which means he will always puts his client's interests first.
