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3200 Park Center Drive, Suite 1240, Costa Mesa, CA 92626

(949) 471-5810
ashten@eclipsefa.com
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Ashten Barber, Eclipse Financial Advisors
Financial Advice for Software Engineers
Building wealth shouldn't feel harder than building software.
You've spent years building your career. We help software engineers navigate equity compensation, concentrated stock positions, and tax planning through a coordinated strategy designed to build long-term wealth with confidence.
Schedule an Introductory Call →
For Software Engineers

Three financial gaps most
engineers have.

01

You've outgrown DIY.

Index funds and a spreadsheet got you this far, but your comp got complicated, and the cost of winging it now is measured in five figures.

02

Too much wealth tied to one stock.

Concentration risk that grows quietly with every vest. Your paycheck and most of your net worth ride on the same company.

03

Nobody's looking at the whole picture.

Your equity, taxes, investing, and retirement all affect each other, but right now they live in separate tabs you never reconcile.

Most engineers see these clearly.
They just don't have a plan to solve them.

See How We Work →
The part generic advisors skip
Every type of equity is taxed differently. Each one has a window.
Miss it and it gets expensive. Here's the short version. The full strategy is where we go deeper.
ISO
Exercise timing decides whether you pay long-term rates or trigger AMT.
NSO
Ordinary income tax hits at exercise, so when you exercise is a tax decision.
RSU
They vest as ordinary income, and the default withholding almost always underpays.
ESPP
Sell too soon and your discount gets taxed as ordinary income instead of capital gains.
Eclipse Financial Advisors and its representatives do not provide tax or legal advice. The information provided is for educational and informational purposes only and should not be construed as tax or legal guidance. You should always consult with a licensed and qualified tax professional, CPA, attorney, or other appropriate professional regarding your specific situation before making any financial, tax, or legal decisions.
Why Eclipse
Financial planning shouldn't feel fragmented.
Your equity compensation impacts your taxes. Your taxes impact your investments. Your investments impact your retirement. Yet most people are left trying to connect those pieces on their own.
At Eclipse, we bring those decisions together into one coordinated strategy. As your advisor, my role is to help you understand the tradeoffs, avoid costly mistakes, and make confident decisions about the opportunities you've worked hard to create.
One advisor. One strategy. One place to turn when life gets complicated.
Schedule an Introduction →
A short conversation about where you are and what a real plan could do. No pitch, no obligation.