Kevin Estes portrait. Smiling and wearing a dark gray suit and black shirt in front of a dark brown background.

Hello, I’m Kevin - a financial planner who helps tech professionals and their families live great lives.

Make yourself at home - we’ll get to your ESPP in a moment.

But first - here are some links you may want to save for later.

How Does an ESPP Work?

Are Employee Stock Purchase Plans Underrated?

Own Stock or Contribute to ESPP?

Now, let’s get on to the Employee Stock Purchase Plan! 😀

Expand options.

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Some employers offer a 15% discount. A lookback could lower the purchase price further.

An employee may be able to sell the shares right away for a gain.

The maximum contribution for a qualified plan is:

  • 15% of gross comp,

  • up to $25,000 a year.

Enhance benefits.

  • Automate saving: use payroll deductions.

  • Build wealth: leverage stock discounts.

  • Grow with your company: align your financial success.

It's is a table with 7 Pros and 7 Cons for Employee Stock Purchase Plans.

Is an ESPP right for you?

I can help you decide whether it aligns with your long-term goals.

If so, I’ll share creative - yet practical - ways to fund purchases.

Why Scaled Finance?

  • Professional guidance: navigate ESPP complexities with confidence.

  • Tailored strategies: maximize opportunities for your goals.

  • Tax optimization: leverage tax tricks to save more.

Join the June Q&A. Register here!

Photo of Kevin Estes in a suit in front of a pink and blue brick wall. “Q&A” is in pink neon on the right. Under it says “Investing / Personal Finance Friday, June 6th @ 1pm Pacific Kevin Estes Founder and Financial Planner Scaled Finance, LLC.

Don’t miss out on benefits you deserve.

  • Schedule a free consultation to unlock your full potential.

  • Apply strategies tailored to your career and goals.

  • Build wealth and secure your financial independence.

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