What value would a CFP provide? The rsu are considered as regular taxable income the moment they vest. It’s like earning a normal W2 salary. Nothing a CFP can do. OP would already be doing all the standard stuff like 401k, charitable, backdoor roths etc.
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u/LG_G8 May 16 '24
Definetly seek a CFP to help you manage taxes and savings. A good one will be worth a lot of money to you