Our Approach

Nerd Nation brings deep and diverse financial expertise to the tech sector. Backed by decades of experience and credentials, we take a team-based approach to provide a fully integrated experience from initial planning and coordinating to delegation and follow through. We go the extra mile and beyond the numbers, so you can let go of the day-to-day management of financial planning.

For once, you don’t have to know-it-all or do-it-all
Instead, you get to enjoy it all


Who We Work With

Tech Professionals

San Francisco Skyline at Dusk

Nerd Nation understands the thrills and complexities of #TechLife unlike any other wealth management firm, whether it’s optimizing stock options, benchmarking compensation, or identifying portfolio homeruns while diversifying and mitigating risk.

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Navigate sudden wealth from IPOs

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Optimize employer benefits and compensation

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Develop a comprehensive strategy for stock options, RSUs, ESPP, 401(k) and investment accounts

Retirees

Looking forward to life after work? Our team is your sounding board for your biggest money, life and career decisions. We will help you make sense of your options for more meaningful change, opportunities for impact and optimism around your family’s future.

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Guide tax incentives and retirement distribution

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Create lifelong income and protect your assets

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Leave a legacy for your loved ones