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Daniel Park

Partner

Employee Stock Purchase Plans

Should You Consider Exercising ISOs Now?

While tech stocks have had a challenging start to 2022, this environment could present an opportunity for you to take advantage of their incentive equity.

Natalia Tchetchoulina

Partner

Financial Planning

Why Budgeting Gives You Greater Control Over Your Financial Life

For many of us, sticking with a budget is a challenge. For example, while 7 out of 10 respondents in a recent TIAA Financial Wellness Survey said they had a budget, only 25% said they followed a detailed plan. Here are three lessons I have learned from my budgeting journey so far...

Daniel Park, Doug Bonaquist and Nicole Joko

Executive Financial Counseling

Executive Financial Counseling: Planning to Protect Your Life’s Work

An engaging look into a corporate benefit that is designed to ease the life of senior executives while helping organizations recruit and retain top talent who will help them thrive. 

Paul Sommerstad

Partner

Investing

Cryptocurrency & ERISA/DC Plans

What You Need To Know Cryptocurrency is a topic dominating financial headlines, but what is it and is it worth exploring with your advisor? Here we explain Cerity Partners’ position as it relates to incorporating Cryptos in a qualified retirement plan — specifically a defined contribution (“DC”) plan. What is a Cryptocurrency? A cryptocurrency (“Crypto”) […]

Natalia Tchetchoulina

Partner

Financial Planning

Why Budgeting Gives You Greater Control Over Your Financial Life

For many of us, sticking with a budget is a challenge. For example, while 7 out of 10 respondents in a recent TIAA Financial Wellness Survey said they had a budget, only 25% said they followed a detailed plan. Here are three lessons I have learned from my budgeting journey so far...

The financial life of an executive is complicated, and coordinating all the elements takes time. We serve as your personal CFO, providing a more efficient and simpler way to manage your growing wealth.

Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.

When an employee dies, the greatest gift you can give their family is care and support. Our Beneficiary Counseling Services help beneficiaries navigate the financial challenges that arise after the death of a loved one, helping them adjust to their “new normal.”

Secure retirements begin with a sound and effective plan. Our comprehensive approach is designed to address your goals and objectives while creating a premier retirement plan for your employees.

Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.

We believe in investing in people and building a culture of excellence.

Meet the Team See Careers

Easing Your Administrative Responsibilities. Enhancing Your Employees’ Financial Well-Being.

Our integrated solutions effectively balance the unique perspectives of your HR and benefits teams, plan fiduciaries, senior leaders, and employees, helping all of them achieve their objectives.

Executive Financial Counseling for Individuals's icon

Executive Financial Counseling for Individuals >

The financial life of an executive is complicated, and coordinating all the elements takes time. We serve as your personal CFO, providing a more efficient and simpler way to manage your growing wealth.

Executive Financial Counseling as a Corporate Benefit's icon

Executive Financial Counseling as a Corporate Benefit >

Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.

Retirement Plan Advisory's icon

Retirement Plan Advisory >

Secure retirements begin with a sound and effective plan. Our comprehensive approach is designed to address your goals and objectives while creating a premier retirement plan for your employees.

Beneficiary Financial Counseling's icon

Beneficiary Financial Counseling >

When an employee dies, the greatest gift you can give their family is care and support. Our Beneficiary Counseling Services help beneficiaries navigate the financial challenges that arise after the death of a loved one, helping them adjust to their “new normal.”

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Defined Benefit Plans >

Our retirement plan advisors understand the intricacies of managing active, frozen, and terminating defined benefit plans. They work closely with you to develop a course of action to mitigate risk, reduce costs, and drive better results.

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Defined Contribution Services >

With increasing attention focused on fiduciary roles and responsibilities, maintaining a sound retirement plan is more important than ever before. We help you measure five critical dimensions of plan success to increase your plan’s effectiveness and the retirement readiness of your employees.

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Nonqualified Plan Management >

We work with your board of directors, HR, and executive compensation teams to develop powerful nonqualified plan solutions that positively impact your recruitment, retention, and bottom line.

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Financial Wellness Coaching >

Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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Daniel Park

Partner

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.