Wealth Building: Translate Your Career into Long-Term Financial Success

In this practical guide for tech professionals, you’ll learn:

  • How to balance spending and control expenses throughout your working years and into retirement

  • Optimizing stock-based compensation, such as options, restricted stock units (RSUs), or an employee stock purchase plan (ESPP)

  • Strategies for smart investing to help achieve financial freedom

  • Concepts and techniques for reducing taxes

  • Managing your day-to-day life, including overwork, stress, and family priorities

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You Can Learn to Manage Your Finances Easily!

In the constantly changing world of tech, there are financial challenges that tech folks commonly face that people in other industries don’t.

Tech jobs can come with different ways of getting paid, like stock-based compensation. Figuring out what this compensation means and how it affects your income and taxes can be a real puzzle. Living in tech hot spots like Silicon Valley is expensive. And while you’re busy paying the bills, you might get distracted from saving for your retirement or financial independence. You might not even know exactly how much you should be saving to achieve these goals.

If you’re working at a startup, finances can get even trickier. The value of stock options can go up and down, and the uncertainty of startups means you need to be smart about managing your money.

Meanwhile, the fast pace of the tech world doesn’t leave much time for learning about money. Student loans from school also stick around, and knowing how to handle them while managing your daily life and saving for the future can be tough.

For tech professionals seeking to be in control of your finances, wealth manager Bruce Barton, CFP® CFA, provides essential insights to maximize your resources and address the unique financial challenges in the tech industry.

Having a guide who talks your language and understands your challenges can make a real difference. It can help you turn your tech career into a comfortable financial future. In his book, Personal Finance for Tech Professionals, Bruce outlines your unique concerns and provides guidance so you can quickly understand key issues concerning your financial well-being and take action.

In this comprehensive book, you’ll discover:

  • The financial impacts of IPOs and acquisitions

  • How to invest using an institutional approach

  • Strategies to reduce your taxes across your lifetime

  • How to navigate housing challenges in high-cost tech cities

  • Making retirement real by figuring out a sustainable withdrawal rate and more

About Bruce Barton, CFP® CFA

Bruce Barton, CFP® CFA, is the principal owner and wealth manager at Parkworth Wealth Management, a Registered Investment Advisor serving tech professionals who want to get off the tech financial rollercoaster. Bruce’s book, Personal Finance for Tech Professionals, combines his experience in financial planning and the tech industry with his focus on helping technology workers build their wealth and achieve their goals.

Bruce founded Parkworth Wealth Management in 2003 to help clients solve and simplify their most pressing financial challenges. Based in Los Gatos, California, the firm serves clients in Silicon Valley and the Bay Area by offering comprehensive wealth management services, including financial planning, investment management, retirement planning, benefits analysis and strategies, education planning, tax strategies, estate planning, charitable planning, and asset protection and risk management.

As firm owner, Bruce oversees all aspects of client service and business operations and is responsible for organizing the team’s work to achieve client service standards. He serves as chief financial planning officer, chief investment officer, and head of tax planning. He thrives in meeting the complex wealth management needs of Parkworth’s technology clients, helping them achieve their financial, investment, tax, and related goals.

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