Malissa Marshall, CFP®, MS Tax, EA, Certified Financial Planner, Master's Degree in Taxation, and IRS Enrolled Agent
Founding MemberLanguages:
English, German
Services: Comprehensive Financial Planning, Tax Return Preparation, Asset Management, Investment Advice without Asset Management, Estate Planning
Ideal clients:
I do my best work with founders, investors and employees with equity compensation, including those with cross-border situations, who need complex and tightly integrated financial, tax and estate planning. This allows me to leverage my two decades of experience working with such professionals, as well as my advanced tax technical training, to serve as a personal CFO to my clients so they can feel more confident in their decisions, maximize their after-tax wealth, and live the life they love.