Ben Bruner
Wealth Manager at Lido Advisors
Based in San Francisco, United States
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Seniority
Manager
Department
Finance & Accounting
Location
San Francisco
Industry
Financial Services
Company size
439
Contact information
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b•••••••@lidoadvisors.com
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Background
About Ben Bruner
My team and I specialize in building financial plans for NRIs in the US. Our ideal clients typically have family overseas, are on a visa or green card, we work with NRIs in two specific fields: resident physicians and software engineers. We work best with those who want to build a diverse net worth, minimize the taxation of their assets, and establish financial security for themselves and their family. For our clients in the tech space, if you have no strategy around how to maximize stock-based compensation such as Employee Stock Purchase Plans, Restricted Stock Units, and Employer Stock Options, then a conversation with our team will be valuable. For our clients in the medical space, if you have not looked at ways to protect your visa status and income through specialized disability insurance, then a conversation with our team will be valuable. The best way to reach me: 415 745 0604
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