Launching Simplify Wealth Planning
Hi, I’m Marcel Miu, the founder of Simplify Wealth Planning (SWP). I started SWP to help tech professionals like you master your money and live your best life.
I’ve been in your shoes: working hard in the corporate world with little time for anything else. Personal finances were falling by the wayside.
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â—† The Six-Figure Struggle â—†
You're crushing it in tech, but your finances? That's another story.
→ Stock options and RSUs gathering dust
→ Tax implications that make your head spin
→ Retirement plans getting lost in the shuffle
Sound familiar?
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​◆ The High Cost of Financial Neglect ◆
• $10,000s potentially lost in tax oversights each year
• Your dream retirement pushed further away
• Sleepless nights worrying: "Am I making a huge mistake?"
• The gnawing guilt of neglecting your financial future
→ Every day of inaction could be costing you.
â—† Your Financial Lifeline â—†
I've walked your path - from New York finance trenches to decoding my own equity maze.
Now, I'm here to be your guide.
At Simplify Wealth Planning, we transform confusion into clarity:
• Unlock the hidden value in your equity compensation
• Slash your tax bill to ensure you only pay what you must
• Design a retirement strategy that lets you sleep soundly
• Secure your family's financial future
→ Imagine: Financial confidence without sacrificing your work-life balance.​
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â—† Beyond the Numbers â—†
Beyond the office, my world revolves around family, food, and joyful moments with my dog, Nellie. Every day, these passions remind me of the importance of cherishing the present while planning for the future.
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â—† Let’s Connect â—†
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Schedule your a consultation for your free "Are You On Track" analysis.
Stop wondering. Start thriving.
About Us
SWP's Expertise
I started SWP to help tech professionals like you master your money. I know from experience that small decisions can compound into large outcomes over time.
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Our credentials are foundational to being the steward of your hard-earned money:​
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I’m a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP), which means I operate among those with the highest level of education and ethics in the industry
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I honed my finance skills in the New York City investment management industry for 13 years while also navigating my own equity compensation
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SWP is a member of NAPFA, a leading organization of fee-only financial advisors who are committed to high standards of ethics and competence
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As the investments, tax, and regulatory landscape continuously evolves, having an advisor committed to learning will be crucial in helping to navigate your financial picture. I’m one of the few advisors with multiple leading industry credentials. All require immense dedication to the financial industry (click logo to learn more):
