Chris Marrone, CFP®
Financial Advisor | Equity Compensation Specialist
Got stock from your company? Let’s help you make the most of it.
At Forefront, I’m dedicated to helping professionals who receive stock from their companies — through RSUs, stock options, or ESPPs — make the most of what they’ve earned.
As a Certified Financial Planner™, I specialize in translating complex equity compensation and tax considerations into clear, actionable strategies. Whether you’re navigating vesting schedules, deciding when to sell, or preparing for an IPO or acquisition, I help you plan each step with both tax efficiency and long-term wealth growth in mind. My goal is to simplify what often feels overwhelming — so your equity works for you and your goals.
Over the years, I’ve had the opportunity to work with professionals at both private and public companies — from early-stage stratups preparing for IPOs to employees at some of the world’s largest firms. That experience has given me a deep understanding of how different equity plans work, how quickly things can change, and how to build a clear strategy no matter where you are in your career.
Beyond the numbers, I believe great financial planning is about connection. Whether it’s over coffee or a casual conversation, I want you to feel confident supported, and in control of your financial future. Together, we’ll turn your equity into clarity — and your hard work into lasting wealth.
CLIENTS WE SERVE
Executives and
Founders
Professionals
with Equity Compensation
Employees at Private or Pre-IPO Companies
Employees at
Public Companies
Our Tool Box
Integrated Financial Planning & Investment
Management Services
Budget/Cash Flow Planning
Employee Benefits Optimization
Goals-Based Planning
Tax Planning & Projections
Retirement Planning
Equity Compensation Strategies (RSUs, Stock Options, ESPPs)
Risk Management
Estate Planning
Education Planning
Investment Diversification
IPO &
Acquisition Planning
How We Serve and Advise You
Your company stock can be an incredible wealth-building tool — but it often comes with more questions than answers.
When should you sell? How will taxes impact you? When and how should you exercise your stock options? How do you prepare for an IPO?
I help you make sense of it all with a plan that turns your equity into long-term financial confidence.
Equity Compensation Planning
Understand your RSUs, stock options (ISOs and NSOs), and ESPPs — and create a clear strategy for when to sell, when and how to exercise, and what to do with the proceeds.
Tax Strategy & Projections
We’ll project your taxes throughout the year and plan ahead for vesting, exercises, and stock sales — helping you avoid surprise tax bills. Along the way, we’ll look for opportunities to optimize AMT, adjust withholdings, and use charitable strategies where it makes sense.
IPO, Tender Offer & Liquidity Planning
When an IPO, tender offer, or acquisition is on the horizon, timing and taxes matter. I’ll help you build a clear roadmap for liquidity, cash flow, and diversification — so you’re ready when opportunity knocks.
Investment & Diversification Strategy
You’ve probably heard the saying “don’t put all your eggs in one basket.” When it comes to your company stock, that couldn’t be more true. Together, we’ll reduce concentration risk and reinvest tax-efficiently to build a balanced portfolio that supports your long-terms goals.
Ongoing Planning & Partnership
Your company’s stock price changes, and so do your opportunities. Equity planning isn’t a one-time event — it’s something that evolves as markets move and your goals shift. I’m here every step of the way to help you stay productive, confident, and ready to make the most of what you’ve earned.
Integrating Your Equity with the Rest of Your Financial Life
Your equity compensation is just one part of your financial life — but it affects everything else. From cash flow and taxes to investments, major purchases, and estate planning, we act as your financial quarterback — connecting the dots so every decision works together toward one cohesive, forward-lacking plan.
Are You Confused About Your Financial
Life? We Can Help.
Navigating important financial decisions in your life can be a tricky task. There are often too many options to choose from, too much conflicting information, and too many confusing rules. We help you cut through the noise and make carving your own path to financial independence simple, fun, and anxiety-free.
To many options
to choose from
To much
conflicting info
To many
confusing rules
You’ll Build True Wealth Intentionally with Passion, Consistency, and Our Guidance
What Can You Expect
Working With Us?
A successful working relationship with a wealth advisor is built entirely on trust and total freedom to be completely honest, open, and humble with each other. We create a completely judgment-free zone, and while we take the work we do incredibly seriously, we also want our time together to be fun and enjoyable. It’s very exciting and rewarding when great progress is made and goals are accomplished!
An Overview of Our Planning Process
Expert Financial Advice to Help You Navigate Life’s Major Decisions
Empowering you from the Start and at Every
Curve, Pivot, and Challenge on your Journey
The Forefront Investment Philosophy
Simple, Powerful Approach to Investing
Powerful Insights
The Power of the Dollar-Cost Averaging in a Volatile Market
The Power of Compound Interest
What to do with Your RSUs
Secure Act 2.0 Notes and Highlights
Temporary Buydowns
Ready to Get Started?
Begin the process of connecting with a team to Protect, Grow and sustain significant long term wealth. We will visit with you whereever it is convenient, whether that be your home, our offices or over a zoom meeting.
