About Modern Financial Planning

Modern Financial Planning is a virtual, fee-only RIA founded in 2018. There are two advisors and ~80 clients. Most of our clients are tech employees based in CA. Advisors are based in TX.

  • Operations Associate

    Modern Financial Planning Financial Planning for Folks with Stock Options and RSUs
    Texas Preferred
    • 1099
    • Fee-Only
    • Part Time
    • Posted 3 days ago
    • November 5, 2026