Facebook Employee
​Financial Planning Specialists

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Brancov Financial specializes in Facebook employee Financial Planning. We've worked closely with a number of Facebook employees over the years, and have become familiar with their most common concerns. We've tailored our services and offerings to solve the financial problems Facebook Employees face most. To get started, please download our FB Employee Financial Guide to the right, and schedule a complementary financial planning session with one of our Advisors. 

401K Management

We offer active 401K management on your Fidelity 401K. We make sure that your investment portfolio is tailored to your personal risk tolerance, and we'll walk you through making the correct contribution selections for your 401K. We offer a savings and investment analysis that will calculate you future retirement account value, and we will make recommendations to optimize and improve your plan. 

RSU Diversification

Are you holding too much Facebook stock? RSU's are a type of compensation that happen to come in the form your company's stock, but that doesn't mean you have to hold that stock forever. In fact, it's generally not wise to hold more than 10% of your portfolio in any single stock. For this reason, we help FB employees manage RSU portfolios, and typically diversify their holdings overtime resulting in a balanced portfolio that is tailored to your investment goals.

Back Door Roth IRA

Would you like to contribute to a Roth IRA, but earn too much income to contribute directly? If so, the back door Roth IRA might be the solution for you. Adding a Roth account to your financial picture creates an advantageous tax strategy that you will benefit from in retirement. The back door Roth IRA allows you to create this advanced tax strategy using your employer 401K. For a detailed case study, please download our FB employee guide above, and schedule a consultation with our financial advisors to learn more. 

Talk to an Advisor

Get Started!

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Step 1: Download our FB Employee Financial Planning Guide

brancov_facebook_employee_seminar_.pdf
File Size:	6197 kb
File Type:	pdf

Download File

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Step 2: Book a complimentary Financial Planning Session to learn more