Thu, Dec 1, 2022 · 2:00 PM
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John P. Barringer, CFP®
Executive Wealth Planning
John P. Barringer, the author of the Stockbrokers' Secrets article series on myStockOptions.com, is with Executive Wealth Planning in Denver, Colorado. He is a Certified Financial Planner (CFP®) practitioner. He is also a founding member and past President of the Denver Chapter of the National Association of Stock Plan Professionals (NASPP). John has specialized in advising public company employees on stock compensation since 1988. John worked as an executive financial services director at a Morgan Stanley for 25 years before starting his own registered investment advisory in 2015. The firm is now a member of Cetera Advisor Networks LLC, Member FINRA/SIPC. John's work with clients focuses on planning for corporate executives, especially those who are subject to SEC Section 16(b) and Rule 144.
Rebecca Conner, CPA, CFP®
Founder, SeedSafe Financial LLC
Rebecca is the Founder of SeedSafe Financial LLC, a fee-only virtual registered investment advisor who works with tech professionals. She works with clients as their advocate and partner to find the best financial solutions for their stock compensation that fits their most fulfilled life. Rebecca is a CERTIFIED FINANCIAL PLANNER™ professional, a Registered Life Planner® and is a CPA (Certified Public Accountant). Rebecca has lived at the intersection of finances and tech for over a decade. Past roles include Director of Investments for venture debt in the startup space, Techstars Mentor, startup Controller, and in accounting for Dimensional Fund Advisors. Rebecca earned a Masters in Professional Accounting and an undergraduate degree in Business Honors from the University of Texas at Austin.
John Owens, CFP®, EA, ECA, CPWA®
Director of Financial Planning, Brooklyn FI
John Owens (CFP®, EA, ECA, CPWA®) is the Director of Financial Planning at Brooklyn FI, a fee-only financial planning, investment management, and tax preparation firm based in Brooklyn, NY. Brooklyn FI helps tech professionals and creative entrepreneurs achieve financial independence. John is focused on helping individuals and families navigate significant life changes. He’s helped clients navigate complex topics like stock options, starting a family, and tax planning issues. John chose the planning profession because it is the perfect intersection of his two passions: helping people and simplifying complex problems.
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.