Send Us a Note
We’ll get back to you as soon as possible, typically within 24 hours. We also encourage you set up a free consultation to find out if we can help.
Learn How We Can Help
Who we serve: At Rivermark, we provide financial planning and coaching solutions for early and mid-career tech professionals, particularly those with young children.
Where we will meet with you: For clients in the South Bay area, we conduct complimentary initial consultations in our Sunnyvale and Mountain View offices (addresses below). We also offer phone or video consultations for clients across the country. NOTE: Due to COVID-19, all client engagements are virtual until further notice.
Our specialties include equity compensation strategy, tax planning, education planning, housing analysis & strategies, and retirement planning. No minimum assets required.