About Parkside advisors

About company

We are a fiduciary providing fee-only, independent financial planning, tax planning and wealth management services to families and individuals in the San Francisco Bay Area. We have offices in San Francisco and the East Bay in Berkeley, CA. Specialties: retirement planning, strategic tax planning, equity compensation planning (stock options, restricted stock units (RSUs), incentive stock options (ISOs), non-qualified stock options (NQs), 10b5-1 plans, employee stock purchase plans (ESPP)), charitable donations and giving, concentrated equity positions, environmental, social, and governance (ESG) and socially-responsible (SRI) portfolios, inheritance planning