Live webinar

Your equity compensation deserves a plan.

Thursday, September 24 · 12:00–12:30pm ET: a free, live session on RSUs, stock options and ESPPs.

What we’ll cover

Equity mechanics: vesting, taxes, and withholding
Concentration risk and when to diversify
Tax timing: 83(b) elections, AMT, dispositions
How equity fits your bigger financial picture
Live Q&A with two fiduciary advisors

Save your seat

Name

Household income

Investable assets outside retirement accounts

Phone

By clicking “Save my seat” below, I agree to the following:

Terms and Disclosures
I acknowledge and agree to NerdWallet Wealth Partner's Terms of Use and Privacy Policy, and confirm receipt of NerdWallet Wealth Partner's Form ADV Part 2A and Form CRS.

Consent to Marketing Calls and Texts
I provide my express written consent to receive marketing calls and text messages at the phone number I provided above from NerdWallet Wealth Partners, including their agents and service providers. These communications may be sent by using automated technology, including an autodialer, selection system, or prerecorded or artificial voice. I provide this consent even if my number is listed on any company-specific, state, or federal Do-Not-Call list, or if I have previously opted out of receiving telemarketing calls or text messages from NerdWallet. I understand that I may opt out of receiving calls or text messages at any time.

I certify that the phone number I provided is my own and I am permitted to receive calls and texts at that number, and I agree to promptly notify NerdWallet Wealth Partners if I stop using the number entered above. Message and data rates may apply. Consent is not required as a condition of using these services.

Meet your speakers.

Ryan and Peter are fee-only financial advisors at NerdWallet Wealth Partners. They help clients make sense of their equity, including vesting, taxes, and concentration, and the trade-offs that affect goals like retiring early or buying a home.

Ryan Sterling, CFA®

Founder & CEO

Ryan has more than 20 years of experience in wealth management at top firms including Capital Group Private Client Service, Goldman Sachs, and Bernstein Global Wealth Management. Ryan holds an MBA in Investment Management from Vanderbilt University.

Peter McGinley, CFP®

Financial Advisor

Peter is a Certified Financial Planner® who has spent 10 years in wealth management. A graduate of Providence College, he previously worked at BNY before joining NerdWallet Wealth Partners.