Aaron Agte
CFP®
Graystone Advisor, LLC
Financial Advisor
Aaron Agte
CFP®
Graystone Advisor, LLC
Financial Advisor
I help couples make better financial decisions related to stock options and RSUs. I provide fee-only comprehensive financial planning and investment management for couples who need help with their company stock, including Incentive Stock Options (ISOs), NQSOs, RSUs, ESPP, and their 401k. How do you use this money to live the life you want? - Aaron Agte, CFP®
Fee-Only financial planner located in Foster City, CA, serving clients locally and virtually.
Aaron Agte is a Foster City, CA fee-only financial planner. Graystone Advisor, LLC provides comprehensive financial planning and investment advisory services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Aaron Agte is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Aaron Agte is a fee-only financial planner and founder of Graystone Advisor, LLC located in Foster City, CA.
I started Graystone Advisor to provide unbiased financial advice to households with employer stock plans and rental real estate. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her RSUs most effectively. Our issues require significant financial planning that firms with AUM minimums wouldn’t be willing to take on.
In my free time I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors.
Graystone Advisor provides comprehensive fee-only financial planning and investment management for couples who need help with their employee benefits, including Incentive Stock Options (ISOs), NQSOs, RSUs, ESPP, and their 401k.
I am obsessed with helping my clients live their best lives.
- Through experience and academic research, I love to go deep when helping clients explore their values; going beyond monetary goals to pursue the freedom to live the life they want to live.
- It starts with a foundation of financial security. This is not necessarily financial independence [yet], but the confidence that you know that you are saving enough to reach your future goals.
- Once you are confident you are on track, the next level is to figure out what makes you happy and fulfilled. Instead of waiting for retirement, what will help you enjoy the journey?
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Employee equity compensation (ISOs, NQSOs, RSUs, ESPP, etc.)
- Comprehensive Financial Planning
- Financial Life Planning
- Behavioral Finance and Happiness Research
- Real Estate Equity
Ideal Clients
- Employees with equity compensation
- Dual Income Households
- Executives and Management
- How to save after maxing out 401k
- Age 35-55
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Aaron Agte, CFP® is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Aaron Agte is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Aaron Agte is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Aaron Agte, CFP® is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Aaron Agte, CFP® Has Received Training at the The Kinder Institute of Life PlanningThe Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
Contact Aaron Agte
Office Locations:
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48 Port Royal Ave.
Foster City, CA 94404
