Free 30-Minute Consultation

Schedule a call with Nirav directly.

No pitch. No questionnaire to fill out first. A direct 30-minute conversation about your RSU vesting schedule, your current tax exposure, and whether there's meaningful planning to do before your next event.

Appointments are booked via the scheduling link on quberawealth.com/contact.html, or you can reach us directly below.

Is this the right fit?

Who this practice is built for

This is a specialty practice with a defined focus. Being direct about fit upfront saves time for everyone.

This is likely a good fit if you are

  • A California tech employee with $200K+ in total compensation (salary + RSU)
  • Holding a meaningful unvested RSU position — typically $300K or more in future grant value
  • Concerned about the tax cost of vesting events and looking for strategies before your next vest date
  • Holding a concentrated position in your employer's stock that represents 20%+ of your net worth
  • Facing or anticipating a liquidity event — M&A, IPO lockup expiry, or voluntary departure with a large vested position
  • A California resident subject to the combined 50%+ marginal rate on ordinary income
  • Willing to evaluate tax-advantaged investments (Oil & Gas, DSTs, QOZ) as part of a coordinated plan

This may not be the right fit if you

  • Are primarily looking for investment management of a passive, liquid portfolio with no equity compensation complexity
  • Are in an early stage of your career with a small or unvested RSU position and limited income to plan around
  • Are looking for someone to help pick individual stocks or time the market
  • Want a full-service family office with services like estate administration, bill pay, or document organization
  • Need day-trading or options strategy advice

If you're not sure whether this fits your situation, reach out anyway. The call is free and the conversation will clarify it quickly.

The First Call

What happens in the free consultation

Your situation

We start with your vesting schedule, total compensation, and current tax picture. How much RSU income do you expect this year? What does your employer withhold? What have you done before?

Honest assessment

We tell you directly whether there are strategies worth considering given your income and timeline. If there aren't — if your situation doesn't call for specialized planning — we'll say so. No pitch where none is warranted.

Next steps

If there's planning to do, we outline what an engagement would look like — scope, timeline, fee — and let you decide whether to proceed. No pressure, no follow-up campaign. A decision that works for you.

Book Your Appointment

Ready to schedule?

Scheduling is handled through quberawealth.com. Click below to see available times and book a call with Nirav directly.

Go to Scheduling →

Prefer email or phone?

(323) 999-1095 mail@quberawealth.com
Location

Pasadena, California

Qubera Wealth Management
35 N Lake Ave, Suite 710
Pasadena, CA 91101

(323) 999-1095
mail@quberawealth.com

In-person meetings available by appointment. Most initial consultations are conducted via video call for the convenience of clients throughout California and nationally.

Service Area

Qubera Wealth Management is headquartered in Pasadena, CA and serves clients nationally. Our RSU planning practice has particular depth in California — Los Angeles, the Bay Area, and San Diego — where the combined state and federal tax burden on equity compensation is among the highest in the country.

Clients in New York and other high-tax states are also served where the equity compensation complexity warrants the specialization.