Tax-smart financial planning for
‍equity compensation & variable income

As a fee-only CPA and CFP®, we help clients make smart decisions about equity compensation, taxes, investing, and long-term planning. From RSUs and stock options to 1099 income and business revenue, we bring the moving pieces together in one clear plan.

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Financial Planning
Estate Planning
Cash Flow
Business Planning
Tax Preparation
Tax Planning
Investments
Equity Compensation

The Expertise of a CPA.
The Long-Term Strategy of a CFP®.

Many clients come to us because their financial life has outgrown generic advice. Tech employees may be dealing with RSU income, incentive stock option (ISO) complexities, AMT, and concentrated company stock. Entertainment professionals and creators may be juggling uneven income, business entities, and tax complexity. We help connect the moving pieces so your tax strategy, investment plan, and financial decisions actually work together.

Real Clients. Real Strategies. Real Results.

See how we work with tech professionals, creators, and entrepreneurs to make sense of complex tax & financial decisions. From equity compensation to tax planning to long-term wealth building, these case studies show what a truly integrated approach looks like in practice.

See Client Case Studies
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Where Some of Our Clients Work

Our clients often work at public and private tech companies, media companies, and creator-led businesses.

The Google and Amazon company logos side by side on a white background.Logos of University of Chicago Medicine, Northwestern University, Rush, University of Chicago, Northwestern Medicine, The Ohio State University, and Ann & Robert H. Lurie Children's Hospital of Chicago.Logos of major companies and organizations including Mondelez International, Molson Coors, United Airlines, NPR, United Way, and The New York Times.Diagram illustrating parallel connections of rechargeable batteries, highlighting safety benefits and correct wiring.Pinterest logo in red with a stylized white 'P' inside a red circle.Microsoft logo with four colored squares in red, green, blue, and yellow next to the text Microsoft.Amazon logo with black text and an orange arrow shaped like a smile.Tesla logo with stylized T symbol and TESLA text in black on a transparent background.Illustration of a man in green shirt repairing a car engine under the hood, with green spark-shaped icons indicating engine problems.Genentech logo with the tagline 'A Member of the Roche Group' below it.Paramount Pictures logo featuring a mountain surrounded by a semi-circle of stars.Disney Plus logoRed Netflix logo text on black background.Three light bulbs with signs inside: a globe with a leaf, a leaf, and a leaf with a heart shape.Maroon interlocking letters S and C outlined in yellow on a black background.The phrase 'LOVE WINS' with 'LOVE' in bold red letters inside a red rectangular border.DoorDash logo with red stylized 'D' icon and text on a black background.InvestmentNews logo in black text on a transparent background.Lyft company logo in bold pink letters on black background.USA Today logo with a solid blue circle to the left of the text.Salesforce company logo in white text inside a blue cloud shape.Boeing company logo in blue with stylized aircraft and orbit design.Figma logo.Toyota logo with stylized overlapping ovals and bold red text.

One firm for your financial plan, your taxes, and your investments. Because the best financial decisions are tax-efficient.

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Financial Planning
Planning for the decisions that matter most: equity compensation, IPO or acquisition, home purchases, career changes, retirement, and long-term wealth building.
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Tax Planning & Preparation
We help clients manage the tax impact of RSUs, stock options, AMT, 1099 income, and major cash flow events — then prepare the return so the strategy and execution stay aligned.
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Investment Management
We build and manage diversified tax-aware portfolios that fit around employer stock, variable income, cash reserves, and long-term goals.
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About Us

New Wave Financial Services helps tech employees with equity compensation, along with entertainment professionals and creators, make smarter financial decisions.

Greg Meyer, CPA, CFP® brings nearly two decades of experience in financial planning, investment management, and tax strategy. He works with clients navigating RSUs, stock options, concentrated stock, IPO's, taxes, retirement planning, and long-term investing.

Caitlin Meyer brings 18 years of experience in media and entertainment, including 14 years at Google/YouTube supporting leading creators and brands. Her background helps us better serve entertainment professionals and creator-economy clients with unique income patterns and planning needs.

Together, we provide fee-only financial planning, investment management, and tax guidance — fully integrated so nothing falls through the cracks.

Our Story
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Advisory services are offered through New Wave Financial Services, LLC; an investment advisor firm domiciled in the State of California. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.