A human team and your wealth managed
Nino pairs you with a dedicated CPA and CFP who plan your taxes, equity, and investments as one. Meet the people behind your plan, and see exactly how we work with you.
Levi, Shehan, and Warren, your dedicated CPAs and CFP.
The people behind your plan
Credentialed CPAs and a CFP who design and review the work, not a chatbot alone.
Levi Larsen, CFP
Founding Financial Planner
Long-term planning: retirement, equity, and the big life decisions.
Shehan Chandrasekera, CPA
Head of Tax Strategy
Tax strategy for equity, crypto, and complex ownership.
Year-round advice
One team, one plan, and a rhythm that does not stop at April.
A free consultation
We start with a 25-minute call to understand your income, equity, and goals, and to show you where you stand. No pressure, no obligation.
We build your plan
Your dedicated CPA and CFP build one plan across taxes, equity, investments, and cash, and the software keeps every number current.
We execute together
We put the plan into motion, vest by vest and decision by decision, with federal and state tax filing handled in-house.
We review year-round
We meet with you each quarter and revisit as life changes, a raise, a move, a liquidity event, so nothing slips through the cracks between Aprils.
Every part of your financial life
Your CPA and CFP plan across all of it, on one team, so the pieces work together.
Investments
Build a portfolio matched to your goals and risk, and keep an eye on fees and taxes as it grows.
Taxes
Year-round tax planning and filing, so you keep more of what you earn and never scramble in April.
Retirement
See when you can retire and how much you'll have, then build the plan to get there.
Estate Planning
Protect your family and pass on what you've built, with wills, trusts, and beneficiaries in order.
Real Estate
Track your properties and weigh buying, selling, or refinancing with the numbers in front of you.
Equity Compensation
Make sense of your RSUs, options, and ISOs, time your sales, and plan around the tax.
Cash Flow
See where your money goes and set a plan for what to save, spend, and invest each month.
Start with a free consultation
A free 25-minute call to see where you stand and how we would work together. You leave with one concrete next step, whether or not you join.
Book a free consultation