About the episode:
Looking to attract and provide more value to your high-net-worth clients? Listen as host Dave Alison, and guests, Greg Dillon, CFA, CFP ®, CLTC®, NSSA®, Managing Partner and Head of Wealth Management and Retirement Income Planning at OneTeam Financial, and David Roth, CFP®, EA, BPC, Tax & Wealth Advisor at Alison Wealth Management, share their experiences and success helping their high-net-worth clients navigate the intricacies of equity compensation.
Together they explore various forms of equity compensation, tax management strategies, and advanced techniques for wealth preservation and growth, all within the framework of The Bucket Plan® financial planning process.
Key Points Discussed:
Tune in to gain valuable insights on how to specialize in equity compensation planning, enhance your advisory practice, and provide comprehensive guidance to clients navigating this complex aspect of their financial lives.
Resources:
About the Guests:
Greg Dillon, CFA, CFP ®, CLTC®, NSSA®, is the Managing Partner and Head of Wealth Management and Retirement Income Planning at OneTeam Financial. He leads the firm’s wealth management division, collaborating with specialists in Social Security, Medicare, and long-term care to design tailored, holistic retirement plans. Greg’s approach prioritizes financial flexibility and risk management to achieve clients’ unique goals and objectives. His journey in finance began at Fairfield University’s Honors Program, where he earned a Bachelor of Science in Finance and Accounting, followed by a successful seven-year stint trading fixed income and options at UBS Financial Services.
Beyond his work at OneTeam, Greg is a respected speaker at conferences, president of the Red Bank Chapter of the American Financial Education Alliance (AFEA), and an advisory board member for Best Buddies New Jersey, where he helps support individuals with intellectual and developmental disabilities.
David Roth is an accomplished Tax & Wealth Advisor at Alison Wealth Management, holding the titles of Certified Financial Planner™, Enrolled Agent (EA), and investment advisor representative (IAR). With a unique background in music and finance, David sharpened his tax expertise at Intuit®, makers of TurboTax®, and served as a lead bookkeeper in Intuit’s QuickBooks Live division.
David’s commitment to staying ahead in finance led him to complete the National Association of Enrolled Agent’s Cryptocurrency Certificate Program, making him adept at handling complex tax matters related to cryptocurrencies and metaverse transactions. David actively engages with professional organizations, staying updated on industry trends and tax law developments.
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