Planner
Ginger AmesCFP®, EA
Over 20 years in the SF Bay Area taught me a thing or two about the tech world, equity, and burnout. And two generations of tax pros in my family taught me a few things about taxes. Now I help people figure out how to stop working so hard - or stop working altogether!
I love empowering women, LGBTQ+, and especially my ADHD people. I've helped people take sabbaticals, leave the country, and avoid tax traps with their equity comp.
Come to me if you're looking for a no-judgement, safe space to talk money.
Ideal Clients
Mid Career
LGBTQ+
Tech Professionals
Focus Areas
Equity Compensation
Tax Planning
Life Transitions
Pricing
AUM
Flat Fee
Ongoing planning, investment management: $5k/yr or 1% of assets with a $500k minimum // Seasonal coaching & planning intensive: $4500-$7500 // Tax preparation: $800-1200
Availability
Accepting new clients
Credentials
CFP®, EA
Business
Whisper Financial
Location
Oakland, CA, USA
Meeting Options
Remote
Languages
English
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