Dan Routh, CFP®

I'm Dan Routh, CFP® - Partner and Senior Advisor at Old Peak Finance. I post weekly videos on equity compensation and personal finance for tech executives earning more than $500,000/year.

💡 I will show you real case studies and actionable strategies to optimize your stock-based compensation so that you can incorporate it into your broader financial goals.

📊Ready to plan for your equity compensation?
📩Contact me at dan.routh@oldpeakfinance.com

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Old Peak Finance is a Registered Investment Adviser. Content may include topics related to tax planning and estate planning but should not be considered tax or legal advice. This material is for informational purposes only and not personalized advice. Investing involves risk. Past performance is not indicative of future results. Seek professional guidance from tax, legal, and financial professionals for your own situation before making financial decisions.