Nagy Knows Money — Equity & Wealth for Tech Pros

You're building wealth through equity — RSUs, options, or a company of your own — and nobody handed you a playbook for what to do with it.

I'm Jonathan Nagy. I spent years inside tech at Apple and Square, went through Square's IPO as an employee, and managed my own equity. The hard lesson: the portfolio is the easy part — but the plan around it is where the real money is made or lost.

I run Alpine Road Financial, a fee-only fiduciary. This channel helps tech pros turn an equity event (IPO, tender, big vest) into professional permission to make your move. We decode your equity, plan the taxes, and build that work-optional life.

I call it professional permission to take the sabbatical, jump to a startup, or pivot as the math is already handled. This isn't your parents' advisor — or their investment-led approach. Money is the tool and time is the asset. Don't save your best decade for 75.

Work with me → alpineroadfinancial.com/start
Educational only — not advice.