Mark Stancato CFP®, EA, ECA, CRPS®

I’m Mark Stancato, CFP®, EA, ECA, CRPS® — founder of VIP Wealth Advisors and your Personal CFO. 

This channel is for high earners, tech professionals, founders, and real estate investors who are serious about reducing taxes, optimizing equity compensation, and protecting multi-generational wealth.

You won’t find generic financial advice here.
Just strategic guidance on:
• RSUs, ISOs, and pre-IPO planning
• AMT and 83(b) elections
• Tax-efficient investing & charitable giving
• Legacy, succession, and family wealth planning

If you’ve outgrown DIY finance and want real insight from someone who’s helped clients navigate 7- and 8-figure decisions, you’re in the right place.

🎯 New videos weekly.
📘 Free guide: https://vipwealthadvisors.com/hubfs/GUIDES/The-ROI-of-Real-Advice-Guide-VIP-Wealth-Advisors.pdf
🔗 Learn more at VIPWealthAdvisors.com