Tech & Biotech Professionals

Turn complex compensation into a clear plan.

Working in technology or biotech often means managing complex compensation structures — from stock options and RSUs to bonuses and equity grants — alongside the demands of a fast-paced career. At Johanson & Yau, we specialize in helping Silicon Valley professionals navigate these complexities with a tax-focused, holistic approach. Our advisors work with you to integrate compensation planning, retirement strategies, and long-term wealth building so you can focus on advancing innovation while working toward your financial goals.

Questions You Might Be Asking

We specialize in integrated financial planning for tech professionals—merging equity comp guidance, tax strategy, and long-term goal planning into one collaborative experience. You’ll always have a team that understands the fast pace of your world and the long game of your wealth. We help you answer questions like:

Am I too concentrated in company stock? How do I unwind or diversify?
What happens to my RSUs or stock options if I switch jobs—or my company IPOs?
How can I plan for taxes now, not just react later?
Should I use a donor-advised fund or tax loss harvesting strategy this year?
Can I buy a home in the Bay Area without sacrificing my financial goals?
How do I balance saving, investing, and giving back?
Do I have enough to take a sabbatical or pivot careers?

Common Goals We Help You Pursue

Unwind RSUs and options
Prepare for IPO or exit
Optimize after-tax income
Buy a home strategically
Plan for career breaks
Align giving with values

Integrating Your Wealth Picture

Equity Compensation Planning

Tax Planning

Investment Management

Financial Planning

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Let’s turn your hard work into lasting wealth. 

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Who We Serve

From tech professionals to business owners, discover the people we help and the problems we solve.

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Our Approach

Our approach is personal, practical, and built around your life—not just your assets.

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Wealth Services

Get to know our approach to financial planning, investment management, and equity compensation strategies.

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