Savvy Financial Planning, Inc. is a Registered Investment Adviser (RIA) that provides comprehensive financial planning and investment management services. The firm was founded to help technology professionals navigate their unique financial challenges, such as equity compensation, stock options, and concentrated stock positions. Their mission is to offer personalized, fiduciary advice through a high-touch, client-focused model, acting as a personal CFO to help clients achieve their financial goals.

Founded in

United Kingdom