Highly Specialized Advice and Services for Tech Professionals and Real Estate Investors

Helping you keep more of what you’ve worked so hard to accumulate.

At RHS Financial, we serve clients in the San Francisco Bay Area and worldwide. Our focus is on developing strong, data-backed strategies that match your current needs and future objectives. Through our years of working with individuals in the bay area and the country we have developed specialized services to help our clients navigate the real estate investment environment.

Our clients choose us based on our expertise and focus on serving tech professionals who want to safeguard and enhance their wealth. 

Our goal is clear: Create and implement plans and manage portfolios that help our clients pursue financial independence as early as possible.

Who We Serve

Proudly Supporting Clients Working at Companies Such As:

Equity Compensation

Sonja and David seem like a couple who has done everything right when it comes to their careers and their finances. They’ve worked for some of the top technology companies in the world, accepting both high pay and equity compensation as an incentive to stay on board. As a result, they have plenty of assets and big account balances. But underneath the facade, plenty of uncertainty grows.

Concentrated Stock Strategy

At fifty years of age, Mark is finally reaping the rewards of a long and successful career with multiple publicly owned technology firms. He is not quite ready to throw in the towel and retire, but the significant amount of technology stocks he’s accrued via different equity compensation packages has him worried.

Real Estate Investing

Hillary and Avi have been homeowners for a long time. After 20 years they are ready for a change. Looking to move means realizing massive capital gains on their home. Luckily for them, we have a strategy to help them move into their dream home while keeping more of their money sheltered from taxes.

Our comprehensive guide addresses how you, as a high-earner, could potentially reduce your taxable income.

These tax reduction strategies have been collected from our experience as financial advisors and actual client scenarios.