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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 Planning for Software Engineers

Building wealth shouldn't feel harder than building software.

You build complex systems for a living. Your financial life deserves the same intentional design.

Together, we'll connect your equity compensation, taxes, investments, and long-term planning into one coordinated strategy, so every part of your financial life works together as intentionally as you do.
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For Software Engineers

Three financial gaps most
engineers face.

1

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.

2

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.

3

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.

You don't need another investment opinion.
You need a strategy that brings everything together.

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.
The Eclipse Planning Process

Your Next Best Financial Decision.

A collaborative process designed to bring clarity to complex decisions and confidence to every step of your financial journey.

1

Understand

Build clarity together
2

Explore

Evaluate the possibilities
3

Decide

Choose your next best step
4

Implement

Turn decisions into action
5

Repeat

Life keeps evolving

Life changes. Goals evolve. Opportunities come and go. We're here for every important financial decision along the way.

Experience You Can Trust

12+ Years

Helping clients navigate complex financial decisions.

Equity Compensation

Helping software engineers make smarter decisions about their wealth.

5,000+ Financial Plans

Built around real lives, not just portfolios.

Independent Advice

Transparent planning focused on relationships, not transactions.

Why Eclipse

The best financial plans don't start with investments. They start with understanding.

Understanding where you are today.
Where you want to go.
And what's standing in the way.
When the whole picture is clear, the right decisions get a lot easier to make. Your equity compensation, your taxes, your investments, and your long-term plan stop competing for attention and start working as one strategy.
One advisor. One strategy. One place to turn.
Start the Conversation →
A short conversation about where you are and where you'd like to go. No pitch, no obligation.