Uplift Financial, LLC is a fee-only Registered Investment Adviser (RIA) based in the San Francisco Bay Area. The firm specializes in providing comprehensive financial planning and investment management for professionals in the technology industry, focusing on complex areas such as stock options (ISOs, NSOs, RSUs), equity compensation, and navigating IPOs. Its mission is to deliver clear, unbiased, and personalized advice to help clients align their financial resources with their life goals. The firm operates on a fiduciary basis, legally obligated to act in the best interests of its clients.

Founded in

Canada