Experts in Retirement planning

Hello, my name is Derek Notman, I am a Certified Financial Planner® and the founder of Intrepid Wealth Partners. My soul purpose is to help entrepreneurs, from startup through exit, realize their hopes, dreams, and goals through the leverage of financial planning. I am an avid world traveler, certified as a Dive Master in SCUBA, have been skydiving, and love meeting new people. As a Certified Financial Planner® Professional, I specialize working with Entrepreneurs, Founders, Business Owners, Startup Companies, and their Families to realize their hopes, dreams & goals through the... Read more

Equity Compensation confuses even the most sophisticated executives. My team can help you understand yours. We are Executive Wealth Planning Partners and WorkWealthy.com We provide Equity compensation financial planning, equity compensation plan administration consulting, plan participant education and communication, 10b5-1 diversification plans, insider trading compliance training and stock plan management. All advice is focused on helping corporate executives and their families with multi-million dollar portfolios sustain a lifetime income stream sufficient to sustain their preferred... Read more