Financial planning with purpose

Grow Wealth | Reduce Taxes | Invest Smarter

How we help you

Investments

We’ll help you optimize your retirement accounts and investment accounts

Taxes

Taxes are an integral part of any financial plan. We’ll help you understand and minimize your taxes

Stock options/RSUs

We’ll work together on an exercise/sell strategy that balances risk and tax consequences

Insurance

As a fiduciary, we are your trusted advisor in finding the right insurance products to protect you

Cash flow

Wondering whether you can take a pay cut for a job you’d love? We can run a cash flow analysis to help you make the decision

Financial independence

Money is a tool. We’ll create a comprehensive plan to help you use it to achieve your financial goals

Why Work With Us?

Fiduciary

Being a fiduciary means that we must act in the best interest of our clients and place our clients’ interests above our own.

No Hidden Fees

We take NO commissions and believe our clients should know exactly how we’re compensated.

Expertise

We serve the tech niche, which means we know the ins and outs of employee stock options and other equity-based compensation. 

CFP® and CFA

Less than 1% of financial advisors hold both the CERTIFIED FINANCIAL PLANNER and Chartered Financial Analyst designations.*

*Source: www.cfp.net, www.cerulli.com

Have peace of mind knowing your money stays with established institutions you can trust:

FOUNDER & Financial Planner

Jordan Nietzel, CFA, CFP®

FOUNDER & Financial Planner

Jordan Nietzel, CFA, CFP®

Welcome! I started Trek Wealth Planning because I saw a need for tech professionals to integrate their equity-based compensation into their bigger financial picture. I spent several years working in the fintech space and accumulated some employee stock options along the way. I realized how valuable these options could be, but at the same time, how complicated they are to understand. I wanted to make the most of my options and use them to help me accomplish the other financial goals I had, like saving for retirement, paying for my kids’ college, and buying a house. Without a clear path forward, I was left in a state of paralysis and defaulted to inaction. I realized I needed a plan to know what was possible, prioritize my goals, and map out how I could achieve them. I looked for a planner who knew about employee stock options and could also help me with insurance, taxes, investments, and cash flow management. I realized most planners had a minimum net worth requirement that I couldn’t meet, and their advice focused mostly on investing my retirement accounts. I knew I had the skill set to do it on my own, so I decided to start Trek Wealth Planning.

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