APPROACH

Rapport Financial is a fee-only registered investment advisor, headquartered in San Francisco, CA. We offer wealth management, financial planning, and stock based compensation advisory services to both individuals and families for a simple, fully transparent fee.  We work closely with technology industry professionals holding various forms of stock based compensation including: Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), and Non-Qualified Stock Options (NQOs).

Our approach is to serve as our clients’ personal chief investment officer (CIO).  Client’s turn to us for assistance before making important financial decisions.

Rapport means “a close and harmonious relationship in which the people understand each other’s feelings and communicate well” and was selected as the name of our firm because effective communication is paramount to a successful and long-lasting advisor-client relationships we strive to build.