At Nerd Nation Financial, personal relationships drive everything we do. Specializing in the tech sector and stock-based compensation, we help you optimize and delegate your wealth management strategy–so you can focus less on spreadsheets and more on living your life.
At Nerd Nation Financial, we’re real humans—not chatbots or algorithms disguised as advisors—who genuinely care about simplifying the complexities of your financial life. Since 2007, we’ve been helping Bay Area professionals navigate RSUs and options, the nuances of tech employment, and the desire to pursue work because you want to, not because you have to.
When you partner with us, you’ll gain a team of experts who not only know the numbers, strategies, and tax implications inside and out, but also take the time to help you get clarity about where you want to go.
We’ll sweat the details so you can focus on what’s ahead.
Our Expertise
We have a deep expertise in the benefit structures at pre-IPO startups as well as many publicly-traded companies with a presence in the Bay Area, including Google, YouTube, Meta, Instagram, Apple, NVIDIA, Netflix, Instacart, Shopify, Airbnb, Pinterest, Tesla, Roblox, Salesforce, Stripe, Block, Okta, Coinbase, Adobe, Oracle, NetApp, Gilead, Genentech, Visa, and more.
We invest heavily in professional education, with 6 current CFP professionals and 1 CFA professional on our team, and a culture of ongoing learning and certification.
We are backed by the financial strength of Northwestern Mutual’s Wealth Management Company, and as a member of their Private Client Group, we can access scale, tools, and resources on a national level that would be difficult to create as a smaller independent firm.
An award-winning team
Rick Kalb has been recognized by Forbes as a best-in-state top financial security professional. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you! You can read the article here.
Forbes Best-in-State Top Financial Security Professionals list (July 2023), research and ranking provided by Shook Research, LLC. Based upon data as of 12/31/2022. Forbes Best-in-State Top Financial Security Professionals list (July 2022), based upon data as of December 31st of the preceding year. Research and ranking provided by Shook Research. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.