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Financial Advice For
Gen X & Gen Y Tech Professionals

We specialize in providing financial planning and investment management for early to mid-career tech professionals and their families.

We focus on the topics that are important to you like reducing your taxes, managing your equity compensation, saving for college, and planning for financial independence.

Like you, we believe in the power of technology to improve the lives of our customers.  We use the industry’s best tech stack to provide you with a complete picture of your finances.

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Why Rivermark?

Before you entrust an advisor with your financial future, you should first confirm that they are highly competent, committed to serving your best interests, and transparent in how they get paid.


CFP® Professional

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners.


Fiduciary

We have a legal and ethical obligation to put your interests first and we take this responsibility very seriously.

Fee-Based 

Transparent and flexible fee

structure with no hidden costs.

 BOOK YOUR Complimentary client Fit Meeting 

Who We Serve

The following are client profiles that we frequently work with.

New Parents        

New Parents

 
Immigrants        

Immigrants

 
Concentrated Equity       

Concentrated Equity

 

Planning Services include:

Retirement Planning

Tax Planning

Equity Compensation Strategy 

Education Planning

Investment Analysis & Strategies

Investment Management

Ron Guay, CFP®, EA, BPC

Welcome! I'm a CERTIFIED FINANCIAL PLANNER™ based in Sunnyvale, CA.

After spending the first 20 years of my career in corporate financial planning & analysis roles, I made the decision to leave a strong six-figure salary and Vice President title to pursue my passion for promoting financial wellness in the community while running my own business.

I launched Rivermark Wealth Management in early 2018 to make this vision a reality.  We help our clients to reduce taxes, make smarter investment choices, and find financial peace of mind.

Click here to see my full bio and credentials

Are you ready to level up your financial life?

Schedule Your Complimentary Client fit Meeting