Twin Peaks Wealth Advisors, LLC

Twin Peaks Wealth Advisors, LLC Twin Peaks Wealth Advisors, LLC is a financial management firm headquartered in San Francisco, CA. Financial planning is a journey, not a destination.

We spend time on your finances so you can spend time with your family.

07/22/2026

QOZ funds let you defer capital gains, get a 10% basis step-up at five years, and potentially eliminate taxes on new gains after ten years.

07/21/2026

A tech SVP had already hit his financial independence number years ago — he just hadn't revisited the plan. Awareness matters as much as wealth.

07/20/2026

Exercising ISOs in January gives you a full year to react if the stock drops — potentially wiping out an AMT bill on gains that disappeared.

07/17/2026

$200/month in a 529 from birth could grow to $86K by age 18. Wait until age 10, and you're looking at $29K. Time is the most powerful variable.

07/16/2026

Tax-loss harvesting lets you offset capital gains with investment losses — potentially saving $10K-$20K per year on a $1M portfolio.

Everyone talks about what Stripe pays. 💰Almost no one asks the harder question:What happens to that equity if Stripe nev...
07/16/2026

Everyone talks about what Stripe pays. 💰

Almost no one asks the harder question:
What happens to that equity if Stripe never IPOs?
Median total comp: $274K/year — top of the fintech market.

But here's the part most employees miss 👇
Most Stripe equity vests on a 1-year schedule (dollar value, not fixed shares). Sounds simple — except it's double-trigger.
⏰ Time alone doesn't unlock it.
📈 There also has to be a liquidity event.

So far, Stripe's informal commitment to annual tender offers has done the heavy lifting. But "informal" is doing a lot of work in that sentence.

Swipe through for 👉
▪️ Level-by-level comp across eng, product, data science & sales
▪️ How the vesting structure actually works
▪️ The questions to ask if a big chunk of your net worth is sitting in Stripe stock

Save this if you (or someone you know) works at Stripe. 🔖



Educational content based on publicly reported data — not financial or employment advice. | Investment advisory services offered through Twin Peaks Wealth Advisors, a registered investment adviser. This content is for informational purposes only and does not constitute investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results. Twin Peaks Wealth Advisors is not affiliated with or endorsed by Stripe. Consult a qualified financial, legal, or tax professional before taking action. The value of equity compensation is uncertain and depends on factors including company performance, market conditions, dilution, and liquidity events. There is no guarantee that equity will increase in value or exceed salary compensation.

07/15/2026

Stock options expire — and thousands of tech employees let them vanish without exercising. The tax type alone can mean an $85K difference on a $500K gain.

07/14/2026

3 college savings mistakes that cost families tens of thousands: starting a 529 late, using custodial accounts, and not coordinating with grandparents.

07/13/2026

In 2024, average investors underperformed the market by ~8.5% — mostly because of when they bought and sold. Emotion is the real risk.

07/10/2026

Your stock options might be worth less than you think — taxes, misleading valuations, and exercise costs all chip away at the real value.

Address

San Francisco, CA
94109

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+14084893980

Website

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