About Daniel M. Allgaier, CFP®
Most people in tech are holding stock options or RSUs worth six or even seven figures…
But here’s the problem:
They don’t have a plan. They don’t understand the tax traps. And they don’t realize how much money they’re losing—until it’s too late.
I’m a Certified Financial Planner® who helps fix that.
I specialize in turning complex equity compensation into clear, confident decisions—so you stop guessing and start building real wealth.
Whether you’re evaluating a job offer, prepping for an IPO, or sitting on unexercised options and doing nothing about them… I’ll help you build a custom strategy that protects your upside and eliminates financial blind spots.
My process is simple: Listen. Diagnose. Solve.
Outside of work, I invest where it matters most—my wife and our four energetic kids. I recharge with cold plunges, bow hunting, ice fishing, and anything that gets me off the grid and into nature.
Why Choose Us
We are not a traditional financial planner. We spend our time working on what is important to you and guiding you down your path to success.
Fee-Only Model
We operate on a transparent fee-only basis, meaning our compensation comes solely from your fees, not commissions or third-party incentives. This ensures that our advice is unbiased and aligned with your best interests.
Ideal Client
Our ideal clients are individuals or couples who want to take control of their financial future.
Accountability Partner
We help keep you on track with your goals and adjust when life changes. You will have a skilled professional to help you navigate all the financial changes you encounter throughout your life.
Comprehensive Financial Planning
We offer a holistic approach to financial planning, integrating investment management, retirement planning, tax strategies, and estate planning. Our comprehensive services are designed to address all aspects of your financial life, ensuring that your wealth is managed effectively and by your personal objectives.
Personalized Service
At Equity Comp FP, we believe in building long-term relationships with our clients. Our personalized approach ensures that we understand your unique financial situation and goals, allowing us to craft customized strategies that fit your specific needs.
Proven Results
We have helped numerous executives and senior leaders achieve financial security and growth, leveraging our expertise to navigate the complexities of equity.
Who We Serve
At Equity Comp FP, our team of seasoned financial advisors specializes in working with high-net-worth executives and senior leaders. We understand the unique financial challenges and opportunities of equity compensation, stock options, and other complex financial instruments. Our goal is to help you optimize your wealth, manage risk, and achieve your long-term financial goals with confidence.