Financial Advisor in Chandler, Arizona - For Intel and Microchip Technology Employees

If you work at Intel, you know that SERPLUS isn't something most financial advisors have heard of. You've got multi-year vesting schedules, specific tax planning windows, and a compensation structure that's genuinely different from other tech companies. Microchip Technology has its own equity plans with unique grant structures and timing considerations.

And if you're one of the many Chandler professionals who relocated from California? There's a whole layer of capital gains complexity and state tax savings that most people don't fully capture. We see it all the time - smart people leaving real money on the table simply because nobody showed them what was possible.

I work with Intel and Microchip employees every day. I understand RSU vesting, ESPP optimization, SERPLUS mechanics, mega backdoor Roth strategies, and how to plan tax-efficient relocations. I'm not going to waste your time asking what an RSU is - I'll jump straight into what matters for your specific situation.