Company intelligence
Pashman Financial LLC
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Financial Services
1 employees
4 public signals
About Pashman Financial LLC
Plans, Not Products.
Verified activity
Signals from Pashman Financial LLC
4 published signals
Customers & Market
Pashman Financial LLC worked with a Nvidia employee to finalize a plan to exit after their RSUs exploded and create a plan of attack for tax planning and liquidation.
Reported by Max Pashman, CFP®
Customers & Market
Pashman Financial LLC worked with a Microsoft employee to finalize a tax loss harvest strategy of their current stock alongside an evaluation of RSUs and ESPPs for charitable purposes.
Reported by Max Pashman, CFP®
Customers & Market
Pashman Financial LLC worked with a Google employee to finalize a plan to live off their stock position without selling it.
Reported by Max Pashman, CFP®
Customers & Market
Pashman Financial LLC executed an ISO exercise strategy for this year, but the company was acquired, leading to a meeting with the CPA to run through tax planning estimates and options.
Reported by Max Pashman, CFP®