a new Path
Michael Bergines
helping fellow tech employees
My finance career in tech and consulting was rewarding, but I knew something was missing. I noticed that I “came alive” when my colleagues had questions about the markets, their company stock, and how to invest. I have always been a student of investing, I love to teach and help others, and I wanted to have more fun. So I joined Prospero Wealth - the perfect fit for me. I am now applying my training, experience and passion to help people reach their financial and life goals.
I have been in your shoes – I am a former Silicon Valley technology employee. I have held options, RSUs and ESPP shares. I know the unique benefits and challenges of holding a concentrated position in your company stock. I know how consuming working in tech can be. I am here to help you travel a path that will maximize your financial future and shield you from risk – something you know is important, but it always takes a back seat to more urgent concerns.
Defining Wealth broadly
My primary goal is to enable others to create their chosen life, helping them take the steps to create it. I define wealth broadly – it is usually thought of as financial, but financial wealth can enable other important things: confidence, peace of mind, freedom, and opportunities.
Once you define what wealth is for you, you are more than halfway there. I can help with the rest.
Have you ever…
If you have ever sat back and pondered any of the following things, it might be helpful for us to talk:
"I spend more time worrying about my company's finances than I do my own!"
"Sometimes I sit back and ask myself, ‘Why am I working this hard?’, but then I go back to my email and forget to answer the question."
“I love my job, but I can’t do this forever….”
"I wonder if there is more meaningful work I could pursue, but I would need to take time and make a plan…….could I afford it?
"What do I want to accomplish and experience in the next phase of my life?"
Let's talk
I have made my transition from the technology world. Becoming a Wealth Advisor with Prospero is rewarding for me, because I can support others as they think about what is possible and move further down their path. I would be happy to talk about your path and answer any questions - large or small.
Let's Talk!
