Michael Powsner is a Certified Public Accountant (CPA), Certified Financial Planner™, and a Personal Financial Specialist (PFS). He founded Upstart Wealth Management in 2014 to help Silicon Valley founders and employees with the tax and financial planning decisions that come from a concentrated position in the company they work for. Prior to Upstart, Mike learned his craft during a decade at some of the top public accounting and wealth management firms. He is well-versed in the tax and financial implications of helping folks with stock option exercises, diversifying concentrated positions whether thru a secondary market sale or via the public market, and helping clients plan for an IPO or ac