Financial Planning for Nvidia Employees
Leveraging your RSUs, ESPP, and 401k to achieve Economic Freedom
Our Mercer Advisors team in the Bay Area specializes in working with tech executives, with a large concentration of clients who are employees at Nvidia.
We have found that Nvidia employees can be so busy in their careers that they rarely stop to ask – what is my financial strategy, and what is it all for? That’s where Mercer Advisors comes in. Because to us, wealth management for Nvidia employees is more than managing a typical cookie-cutter portfolio.
Instead, it’s about connecting your Nvidia stock plan, 401k, and employee benefits with all other aspects of your financial life to help guide you to financial independence, or what we call Economic Freedom, where you can work hard by choice, not by necessity, and where you have the freedom to do what you want, when you want.
Planning for our Nvidia clients typically covers three main areas:
Restricted Stock Units (RSUs)
Nvidia’s stock plan typically follows a 4 year vesting schedule. This means that any stock granted to you upon hire or during your annual refresh will not be fully yours until after 4 years.
Employee Stock Purchase Plan (ESPP)
A second form of stock compensation is Nvidia’s ESPP, through which employees can purchase Nvidia stock at a 15% discount.
Book a meeting with Mercer Advisors to understand your Nvidia stock strategy.
Case Study
Jason is a Senior Systems Engineer at Nvidia. He joined the company in 2013 and has consistently contributed to his ESPP and 401k every year.
Case Study
Jason is a Senior Systems Engineer at Nvidia. He joined the company in 2013 and has consistently contributed to his ESPP and 401k every year.
Connect with us
At Mercer Advisors, we offer an in-house team of advisors, investment strategists, tax experts, and estate planning attorneys, all of whom understand the unique planning needs of Nvidia employees.
We offer specialized expertise on your stock plan and 401k, investment solutions customized around your Nvidia stock, tax and estate planning strategies around your capital gains, and more. We are a fully independent fiduciary, which means we are always working in your best interest. We are not selling you a product; we are offering you a partnership so that you can focus on the parts of your life that are most meaningful to you. We believe money is a means to an end, and that end is you living the life you want.
The information provided is believed to be accurate but is not guaranteed or warranted by Mercer Advisors.