Wed, Jun 29, 2022 · 2:00 PM
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Meg Bartelt, CFP®, RLP®
Founder, Flow Financial Planning LLC
Meg Bartelt, CFP®, RLP®, is the founder of Flow Financial Planning, LLC, a fee-only, virtual financial planning firm dedicated to women in their early-to-mid career in tech. The firm specializes in pre-IPO and IPO planning and not making people feel bad about their finances. Meg received a Bachelor's degree in Economics from Wellesley College and a Master's degree in Financial Planning from Golden Gate University. She is a Certified Financial Planner™ professional, a Registered Life Planner®, and a member of the Financial Planning Association and the XY Planning Network. The years before Flow featured a career change from tech, one wedding, two kids, and two cross-country moves. She, her family, and Julia the dog now live and wear fleece in Bellingham, WA.
Chloé Moore, CFP®
Founder, Financial Staples
Chloé Moore, CFP®, is the Founder of Financial Staples, a virtual, fee-only financial planning firm based in Atlanta, GA and serving clients nationwide. Her firm is dedicated to serving tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. Chloé believes that money is an emotional topic and it impacts many aspects of our lives. She enjoys helping clients unpack their money history and discover how they can use money to support a life that is most meaningful to them. You can learn more about her at financialstaples.com.
Daniel Zajac, CFP®, EA
Managing Partner, Zajac Group
Daniel Zajac is a CFP® who has extensive experience working with high-net-worth clients who have equity compensation. Daniel is responsible for long-term strategic business planning, is actively involved in new business development, and is charged with leading strategic firm initiatives.
Bruce Brumberg, JD
Editor-in-Chief and Co-Founder, myStockOptions
Bruce Brumberg has devoted most of his professional career to making complex legal and tax concepts understandable to people who do not enjoy reading the Internal Revenue Code and the securities laws. He is the editor-in-chief and a co-founder of myStockOptions.com, the premier provider of web-based educational content and tools on stock options, restricted stock, ESPPs, SARs, and performance shares. Bruce runs another website (myNQDC.com, on nonqualified deferred comp) and writes a popular blog at Forbes.com. He graduated from the University of Michigan and University of Virginia School of Law.