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Presidio Advisors LLC specializes in equity compensation and tax strategy for Millennials and tech professionals, helping clients navigate ISO/NSO/RSU decisions, AMT considerations, QSBS, and 83(b) elections. Led by Josh Radman, CFP, MBA, EA, the firm offers flat-fee, independent fiduciary financial planning focused on tax optimization and equity planning, avoiding asset-based commissions. Based in Denver and serving clients nationwide, Presidio Advisors provides tailored guidance for tender offers, IPOs, job changes, diversification, and accountability to turn financial plans into action.
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