Prepare for the Wiz IPO
John is the Outsourced Chief Investment Officer (OCIO) at Secfi. An expert in portfolio construction and investments, he helps individuals maximize returns and control risks unique to their situation.
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John is the Outsourced Chief Investment Officer (OCIO) at Secfi. An expert in portfolio construction and investments, he helps individuals maximize returns and control risks unique to their situation.
Financial advice for the tech world
Get personalized financial advice and investment management that starts with your equity and continues with your financial goals.
Learn more about Secfi WealthWith Wiz in the headlines lately, you may be thinking about your equity. At Secfi Wealth, we work closely with private company employees and understand the unique challenges and opportunities that come with equity compensation, especially when your company is approaching an exit. This webinar is designed to help you navigate this crucial transition.