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Bringing Your Financial Well-Being into Focus

As a Facebook employee, you’ve worked hard for your wealth. We’re here to help make sure all your efforts are put to good use so you can continue to build an abundant future.


Schedule a Discovery Call

Our team is well-versed in the decisions that Facebook employees face. This familiarity helps our clients optimize their financial lives. For instance, MFA's knowledge of Facebook's:

  • Cash and equity compensation plans allows us to provide in-depth tax planning.
  • Vesting schedule and dates (as well as trading blackout periods) allow us to provide detailed guidance on whether to sell FB stock, which shares to sell, when to sell, and whether to use to proceeds to pay down debt, buy real estate, make investments, and so on.
  • Employee benefit program details are embedded directly into our clients' financial plans.
  • Retirement plan influences the investment recommendations that we provide.

This insight and expertise enables us to strategically guide your financial decisions towards the choices that offer the most room for improvement, growth, and overall life fulfillment.

Our Advantage. Your Benefit.



Comprehensive analysis

We look at more than one scenario for your future, because we understand that your goals and circumstances can change.


Objective advice

MFA is an independent firm and we have a fiduciary duty to put our clients' interests ahead of our own.


Personalized service

Our team can adapt to your needs and working style, including directly collaborating with your tax, legal and investment advisors.

Client-Focused. Results-Driven.

Our Services


Equity Compensation Planning

Our time spent working with Facebook employees has taught us a lot about some of the most effective ways to take advantage of your career. 

You’ll gain a better understanding of your equity compensation and the benefits it could bring.

We will:

Determine

The value of your equity compensation, as well as the potential value it could deliver in the future.

Create

A strategic road map to minimize taxes and achieve both short- and long-term financial goals.

Identify

The optimal steps for you to make the most of your equity today and moving forward.

Let Us Help Guide You

Financial Planning

Each person's financial plan is going to be different because no one has the same financial situation or vision for their future. 

We never follow a one-size-fits-all approach, but rather carefully craft your plan according to the things that matter most to you.

What You Can Expect

1. Discovery Session

Enjoy a complimentary consultation where we’ll review your goals, objectives and answer any questions that you may have.

2. Information Gathering

We’ll consolidate all your financial information to ensure that it is accurate, complete and organized.

3. Planning

This step involves reviewing our recommendations and the financial impact of various decisions to help make sure every implication is considered.

4. Implementation & Monitoring

After implementing your plan, we’ll continuously monitor your progress, make strategic changes and meet periodically to ensure everything remains up-to-date.

Interested?

Chat with one of our advisors today to learn more about how we can help you maximize your career and capitalize on the opportunities available to you.

Get Started


*Due to the number of Facebook employees we work with and Facebook’s proximity to our San Francisco and Fremont offices, we’re available for in-person meetings at the Fremont, Menlo Park, or Park Tower (SF) locations.