Services Offered
Equity Compensation Planning
Detailed analysis and strategies for stock options (ISO/NSO), exercise timing, and financial outcomes tailored to tech employees.
Tax Planning Services
Comprehensive tax planning to optimize savings, including future-oriented suggestions and complex scenario modeling.
Investment Advisory
Personalized investment management with expertise in alternative investments and structured notes to grow your portfolio.
Insurance Solutions
Knowledgeable guidance on insurance needs to protect your assets and provide financial security.
Retirement Planning
Assistance with 401k plans and retirement strategies to ensure long-term financial stability and growth.
Reviews
5(5 reviews)
Rating Distribution
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Roger Shen
via Google
5 months ago
I have been a client with Taurus Financial for many years. They are the most knowledgeable advisors I've ever worked with, especially when it comes to helping technology company employees. Their expertise in equity compensation and tax planning is unmatched. They also helped me create customized structured notes tailored to my needs.
Y
Yi Han Cooganvia Google
11 months ago
Tina has helped me with both my investment and insurance needs. She's incredibly knowledgeable and technical in this space, and she’s built a fantastic team that responds to emails and calls super quickly. I’d gladly recommend her to all my friends!
T
Tianran Livia Google
11 months ago
I've been a client of Taurus for over 5 years. They’re the most professional and knowledgeable investment advisory team I’ve ever worked with—especially when it comes to complex tax planning and alternative investments.
J
Joe Xvia Google
almost 2 years ago
I recently worked with Yisha and Tina to figure out my stock compensation for exercising my ISO and NSO. They gave me super detailed scenarios with different exercise timings and considered the time value of money and opportunity cost. Their analysis was thorough and easy to understand, helping me see the financial outcomes of each option clearly. If you need help with stock compensation, I highly recommend Yisha and Tina. They're knowledgeable and really great to work with!
Q
Qiuyao Luvia Google
about 3 years ago
I have used a few different financial advisors in the past, but Taurus Financial stands out as the most knowledgeable. They are very familiar with my company's 401k plan and equity compensation structure. They also provided me with a lot of helpful tax planning suggestions for the future. I highly recommend their planning services.
