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
Gratuit
AUM
Flat Fee
Ongoing planning, investment management: $0k/yr or 1% of assets with a $0k minimum // Seasonal coaching & planning intensive: $0-$0 // Tax preparation: $0-1200
Availability
Accepting new clients
Credentials
CFP®, EA
Business
Whisper Financial
Location
Oakland, CA, USA
Meeting Options
Remote
Languages
English
Disclaimer: This directory is for informational purposes only. Listings appear as part of a paid VisionWealth Pro Gratuit. VisionWealth receives Gratuit only for Pro Gratuit and does not receive referral, success, or engagement fees from any listed professional. VisionWealth does not provide financial, legal, investment, or tax advice, and does not endorse, verify, or guarantee any listed information or professional. Any engagement between an individual and a listed professional is solely between those parties. Listed professionals may hold different licenses, certifications, or credentials, and are solely responsible for ensuring that their services and use of VisionWealth comply with applicable laws, regulations, and licensing requirements. Please conduct your own due diligence before working with anyone in the directory.

Disclaimer: The content, tools, and resources on visionwealth.online are intended solely for informational and educational purposes and should not be construed as professional financial or investment advice. Our materials are designed to provide general guidance and are based on the input and data provided by users. VisionWealth makes no guarantee of the accuracy, completeness, or applicability of this content to individual circumstances. Effective financial planning and investment involve comprehensive consideration of a wide array of personal financial factors. The tools and resources available on VisionWealth are aimed at helping users develop an understanding of their financial trajectory. However, they should not be solely relied upon for creating a complete financial plan. We strongly recommend consulting a financial services professional who can provide personalized advice based on your unique financial situation before making any significant financial decisions. While we endeavor to keep the information on VisionWealth current and accurate, the content may differ from that found on other financial institutions, service providers, or specific product sites. All content and tools on VisionWealth are provided without any guarantees or warranties of any kind.