What Will Your Equity Compensation Become?

Tax-Smart Equity Compensation Planning for Purpose-Driven SpaceX & Tech Professionals

Personalized strategies to turn your salary, stock options, & RSUs into living your best life.

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TRUSTED BY EMPLOYEES AT

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WE WOULD LIKE TO SUPPORT OUR FAVORITE CHARITIES

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SHOULD I EXERCISE MY STOCK OPTIONS?

WE’VE REACHED “THE NEXT LEVEL” & WANT TO BE SMART ABOUT OUR DECISIONS

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HELP, I DON’T WANT ANY TAX SURPRISES!

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MY COMPANY IS PLANNING AN IPO. WHAT SHOULD I DO?

Why Java Wealth?

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Independent

I am not bound by particular solutions

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Fiduciary

I am bound to always act in your best interest

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Flat Fee

Reduces conflicts of interest. No hidden fees. It’s all right here

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CFP® Professional

The standard of excellence for financial planners

Named to Investopedia’s 100 Top Financial Advisors

The Investopedia 100 recognizes financial advisors who demonstrate an industry-leading ability to reach large and diverse audiences, and use their influence to foster financial education in the communities that need it most.

RSU Analyzer

This Google Sheet allows you to quickly plug in your basic restricted stock unit (RSU) info & generates visuals that help you understand the true value of your RSUs!

  • Timing & Tax Breakdown of Your RSU Income This Year

  • Estimated Tax Shortfall by Quarter (and the IRS quarters are weird!)

  • Your Projected Future Annual RSU Income

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Meet Mike Zung, CFP®

I come from the world of Information Technology, and I also love to nerd out on personal finance. Read more about my story of how I came to pursue my passion by starting Java Wealth Planning.

AS SEEN IN

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NEWSLETTER - THE POUR OVER

Money, tech, life. I'll keep it interesting. Because if I don't, then I'm not going to want to keep writing it just as much as you wouldn't want to read it. So it's a win-win.