Equity is illiquid today.
Let's plan for when it isn't.
Strategic financial planning for founders, executives, and business owners navigating pre-IPO stock options, RSUs, or equity-concentrated wealth — before, during, and after a liquidity event.
Wherever you are
in the journey,
there's a plan for
this moment.
Pre-liquidity founders, equity-concentrated executives, and post-event wealth builders all come to EQ at different stages of the same journey. Select the profile closest to where you are right now.
Your equity is real. The plan for it isn't yet.
It's happening now. The decisions are coming fast.
The proceeds landed. Now what do you do with them?
A client came to us with a significant portion of their net worth tied to equity compensation at a high-growth company. They had spent years focused on building — but had never created a coordinated financial plan.
They were navigating vesting timelines, a potential liquidity event, concentration risk, and tax implications — all at once, without a framework.
This is a hypothetical situation based on real life examples. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
A business owner was in the middle of negotiating a sale. Their M&A team was focused entirely on getting the deal done, but no one was advising them on the personal financial impact of the structure.
They needed a clear understanding of their after-tax proceeds and whether the deal terms would actually support the life they wanted post-exit.
This is a hypothetical situation based on real life examples. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
An executive had just experienced a major IPO lockup expiration. Suddenly, they had significant liquid wealth, but it was heavily concentrated in one stock and sitting in cash.
They were paralyzed by the fear of making a mistake, facing massive tax bills, and lacking a cohesive strategy to transition from wealth creation to wealth preservation.
This is a hypothetical situation based on real life examples. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
Your Financial Director.
Every lens. Every decision. Every season.
A Financial Director doesn't just manage money — they direct the whole picture. Your taxes. Your investments. Your estate. Your business — and the life you've built around all of it. Most people manage these in silos, with different professionals who never speak to each other. We sit at the center and direct the entire financial story — making sure every decision you make is informed by every other part of your life, not just one piece of it. For our clients across the Palos Verdes Peninsula and South Bay Los Angeles, this integrated approach is what separates reactive financial management from wealth stewardship.
We see the whole picture. Not just your piece of it.
You already have a CPA. An estate attorney. A 401(k). Maybe a financial representative you inherited years ago. Each one sees their slice. Nobody sees all of it — how your taxes affect your investments, how your equity affects your estate, how your business decisions ripple into your personal wealth. We do. We hold every part of your financial life in view at once, through every lens, and make sure no decision is made in isolation.
We're engaged — and always looking ahead.
Being deeply familiar with your complete financial picture allows us to engage with intention — not just reactively. We review, revisit, and raise questions on a regular cadence, bringing relevant developments to your attention and helping you think through decisions before they become urgent. Our goal is to be a consistent, informed presence in your financial life — so that when circumstances change, you already have someone who understands the full context.
We're with you through every transition.
Financial plans are built for the life you expect. But life has a way of introducing the unexpected — a business transition, a change in family circumstances, a market shift, a new opportunity that requires fast thinking. In those moments, having an advisor who already knows your complete picture makes all the difference. We help you navigate the financial dimensions of each transition with clarity and composure — so you can move forward with confidence, whatever the season brings.
A relationship built
on five deliberate steps.
The Right Fit Conversation
We begin every relationship with a genuine conversation — no agenda, no pitch. We learn what matters to you, explore your unique financial situation, and share how EQ works. This is about discovering whether we're the right fit for each other.
Your Complete Financial Picture
If we move forward together, we take a thorough look at your full financial landscape — every asset, liability, cash flow, tax situation, and estate document. We need the complete picture before we can offer meaningful guidance.
Goals, Risks & Your Written Plan
We have substantive conversations about what you want your financial life to look like — and we surface the risks that could threaten it. Premature death, longevity, liability exposure, and outliving your money are addressed honestly and built into a documented plan designed around you.
Coordinated Implementation
A great plan is only as good as its execution. We coordinate directly with your tax advisors, estate attorneys, and other professionals — ensuring every piece moves in the same direction, at the right time, without gaps.
Investment Management
For clients who wish to consolidate further, we can manage the investment of your assets, fully aligned to the plan we've built together, with complete transparency.
A client came to us with a significant portion of their net worth tied to equity compensation at a high-growth company. They had spent years focused on building — but had never created a coordinated financial plan.
They were navigating vesting timelines, a potential liquidity event, concentration risk, and tax implications — all at once, without a framework.
This is a hypothetical situation based on real life examples. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
This statement is a testimonial by a client of the financial professional as of 08/12/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Equanimity.
EQ stands for Equanimity — the discipline of maintaining calm, composure, and evenness of temper, especially when facing difficult, uncertain, and challenging situations. We balance emotion and instinct with logic and reason.
We don't let bad times get us or our clients down, and we don't let good times breed overconfidence. When currents shift, we stay vigilant, clear-headed, and ready.
Sean Khaligh & Peter Haroun
We are a small, intentional team serving a select group of clients on the Palos Verdes Peninsula and South Bay Los Angeles. We don't manage hundreds of relationships. We manage yours — with the depth, care, and personal attention that complex financial decisions deserve.
Questions we hear from clients
on the Palos Verdes Peninsula.
A commission-based advisor is typically paid by the financial products they sell — which can create an incentive to recommend whatever generates the most compensation, under a 'suitability' standard that only requires a recommendation to be appropriate, not optimal.
EQ operates as a fee-based fiduciary practice.
Being a fiduciary means that when we provide investment advice and financial planning, we are legally required to act in your best interest at all times — not merely to recommend options that are "suitable."
"Fee-based" describes our core compensation model: the primary driver of our revenue comes directly from transparent advisory fees paid by our clients for ongoing guidance and portfolio management. To offer comprehensive wealth strategies, any potential compensation structures or custodial relationships are fully disclosed in writing before any engagement begins.
Why it matters: It provides total clarity on how we are compensated, ensuring every strategy, tax plan, and investment recommendation is driven solely by what is right for you and your long-term goals.
You don't need everything figured out.
That's where we come in.
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No obligation, no pitch — just clarity on where you are and what comes next. Available in person or virtually, anywhere in the world.
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