Russell has been a financial planner for over a decade, specializing in serving founders, early employees, and executives in the startup ecosystem. While building a San Francisco-based RIA, he guided clients through work-life transitions, prepared several hundred tax returns, and advised on $800M+ in liquidity events at companies like GitHub, Slack, Roblox, Airbnb, Asana, Palantir, Coinbase, and Stripe. He is now the founder and CEO of Trayecto, a software and education platform that helps planners better serve clients with equity comp. Through Trayecto he has helped more than 150 RIAs implement and enhance their equity comp offering.

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