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Giovanni Tiso — CFP, Lead Financial Planner · Titan · New York City Metropolitan Area.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
I'm a CFP® and Lead Financial Planner at Titan, where I focus on comprehensive financial planning for professionals navigating complex compensation, RSUs, options, pre-IPO equity, and the tax and planning decisions that come with them. Before Titan, I spent over a year at Range as a Senior and Lead Financial Planner, and prior to that worked with high-net-worth clients for 10+ years through some of the most consequential financial moments of their lives. I'm also the author of 𝘉𝘦𝘺𝘰𝘯𝘥 𝘵𝘩𝘦 𝘝𝘦𝘴𝘵: 𝘈 𝘗𝘳𝘢𝘤𝘵𝘪𝘤𝘢𝘭 𝘎𝘶𝘪𝘥𝘦 𝘵𝘰 𝘌𝘲𝘶𝘪𝘵𝘺 𝘊𝘰𝘮𝘱𝘦𝘯𝘴𝘢𝘵𝘪𝘰𝘯, a book for professionals who want to understand their equity and make smarter decisions with it. I work with clients across: → Equity Compensation Planning (RSUs, ISOs, NQSOs, ESPPs) → Tax Planning & Strategy Coordination→ Retirement & Longevity Planning → Cash Flow, Liquidity & Goal Planning → Business Owner & Self-Employed Planning If you have equity compensation and aren't sure how to think about the decisions ahead of you, that's exactly where I can help. Content shared here is for educational purposes only and should not be considered investment, legal, tax or financial advice. Views are my own.
Experience
Lead Financial Planner
Range
Jan 2026 – Jan 2026
Education
Skills
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