Aaron Agte CFP® (@AaronAgteCFP) header
Aaron Agte CFP® (@AaronAgteCFP) profile picture

Aaron Agte CFP®

@AaronAgteCFP

Financial Advisor & Founder of Graystone Advisor where I provide fee-only comprehensive financial planning for couples who need help with stock options.

 Foster City, CA
graystoneadvisor.com/
Joined May 2013
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  • Followers178
Aaron Agte CFP® retweeted
Trishul Patel (@Investing4Ever) profile picture
Trishul Patel@Investing4EverMay 19
Are you ready to live your ideal life today, not just in retirement? 🌅 Explore the non-financial aspects of retirement planning in our latest blog and podcast. Gain actionable insights! wp.me/pab72T-2Ho #RetirementPlanning #FinancialFreedom
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I spend as much time helping clients think about meaning and purpose as I do helping them plan their finances. stocks.apple.com/AX4MaCezaR8…
The Retirement Crisis No One Warns You About: Mattering

The Retirement Crisis No One Warns You About: Mattering

Many of us plan for our future wealth and health. Few prepare for an equally essential aspect of retirement: how to continue to feel seen and valued.

stocks.apple.com
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Aaron Agte CFP® retweeted
Trishul Patel (@Investing4Ever) profile picture
Trishul Patel@Investing4Ever16 Dec 2025
Should your child attend Cornell or choose a different path? 🎓 Discover the hidden costs of college decisions and how they impact financial freedom. Read our latest blog: wp.me/pab72T-2wb #CollegePlanning #FinancialFreedom
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Here's why you need to spend more. youtube.com/watch?v=f73hE5ea…
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ISO University: Your guide to navigating ISOs in a pre-IPO company youtu.be/CKFqCVduj9c?si=FicY…
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ISO University: Congrats, you're hired! Now follow these steps with your new ISOs. youtu.be/JfY0o_PsXho?si=UPZX…
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The math behind March Madness and Buffett's Billions. youtu.be/RKoqOXGXpk4?feature…
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Manage expectations to cultivate your ideal year. youtube.com/live/dsoQ7kjZW2E…
#130. Manage expectations to cultivate your ideal year.

#130. Manage expectations to cultivate your ideal year.

Ideal year and managing expectationsIn this episode, Trishul and...

youtube.com
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Trishul's origin story youtube.com/live/oZQEojH6ElA…
#146. Trishul's origin story

#146. Trishul's origin story

Trishul's journey from engineer to hedge fund manager.How does an...

youtube.com
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graystoneadvisor.com/blog/wh…
When do I exercise my Incentive Stock Options? — Fee-Only Financial Planner -RSUs & Stock Options

When do I exercise my Incentive Stock Options? — Fee-Only Financial Planner -RSUs & Stock Options

What are the tax, investment, and financial planning concerns to consider when developing a strategy to exercise ISOs?

graystoneadvisor.com
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If you work at a publicly traded company, you should probably exercise your ISOs in January. graystoneadvisor.com/blog/yo…
You should probably exercise your ISOs in January — Fee-Only Financial Planner -RSUs & Stock Options

You should probably exercise your ISOs in January — Fee-Only Financial Planner -RSUs & Stock Options

Exercising Incentive Stock Options in January can provide flexibility and benefits unavailable a few months later.

graystoneadvisor.com
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If you have NSOs, you need to listen to this episode. youtube.com/watch?v=FfTjE8y7…

#125. If you have NSOs, you need to listen to this episode.

How do you decide when to sell your NSOs?In this episode, Aaron u...

youtube.com
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#102. Your guide to navigating the equity compensation jungle (inc. ISOs, NSOs, RSUs, ESPP). youtu.be/RO7ADkBi04Y?feature… via @YouTube
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#101. ISO University: It's IPO Time! So now what do you do with your ISOs? youtu.be/rq7Zlt3N9Ik?feature… via @YouTube
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ISO University: Your guide to navigating ISOs in a pre-IPO company. youtu.be/CKFqCVduj9c?feature…
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ISO University: Congrats, you're hired! Now follow these steps with your new ISOs. youtube.com/watch?v=JfY0o_Ps…
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#46. Elections create financial opportunities, but not in the way you the way you think. youtu.be/4P0AxXo43sw?si=NcJo… via @YouTube
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My thought process for helping clients decide when to exercise ISOs, depending on the stage of the company. buff.ly/40sy5hX
Image from Aaron Agte CFP® (@AaronAgteCFP)
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Trishul and I go in-depth on how ISOs work and some potential strategies. buff.ly/3C5r0cY
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The financial advice I usually give friends and family while walking the dog. graystoneadvisor.com/blog/on…
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