For Tech ProfessionalsEquity Comp WealthRSU · ISO · ESPP
When most of your compensation is equity

Equity comp is a system,
not a windfall.

If 40% or more of your compensation is RSUs, ISOs, ESPP, or private-company shares, your financial plan has to be built around the equity grant calendar — not retrofitted to it.

Plan the next vest
Section 01The RealityEquity-Heavy Pay
Why equity comp breaks generic planning

Most planning advice assumes a steady salary.

Generic financial planning treats compensation as a number that arrives every two weeks. Equity comp doesn’t. It arrives in lumps, gets taxed at ordinary rates the moment it vests, concentrates your net worth in one ticker, and creates AMT exposure most calculators miss.

The Supernova System treats your equity comp the way a portfolio manager treats a position: with a thesis, a horizon, and an exit discipline. That changes what you sell, when, and what you buy with the proceeds.

Section 02The MechanicsSix Decisions
Six decisions equity comp forces

Each decision compounds — or compounds against you.

Each item below is a decision you make, by default, every quarter. The default is rarely optimal. The system makes each one deliberate.

Six equity-comp decisions
01
RSU sell-to-cover vs. holdDefault is sell enough to cover taxes. Optimal often differs based on concentration, year-end tax position, and outlook.
02
ISO exercise timingWhen to exercise, in what tax year, and what AMT exposure you create. Once you trip AMT, the math changes for years.
03
ESPP participation15% discount + lookback can be worth 25%+ annualized — or zero, if you sell at the wrong moment.
04
Concentration ceilingWhat percentage of net worth in one stock is too much? The honest number for most households is 10–15%.
05
83(b) electionsFor early-stage equity, an 83(b) filed within 30 days can be worth six figures in tax savings — or expose you to taxes on shares that vest worthless.
06
Secondary liquidityPre-IPO tender offers, structured sales, and forwards — when each makes sense, and when it doesn’t.
Section 03The CompaniesWhere We Work Most
We know these comp plans cold

Equity comp differs by company. So does the plan.

San Diego’s tech and biotech employers — Qualcomm, Illumina, Dexcom, Halozyme, Cubic, ResMed, Thermo Fisher, ServiceNow, plus the Bay Area / Seattle commuters at Apple, Google, Meta, Microsoft, Nvidia, Amazon — each have a distinctive equity-comp posture. RSU cadence, ISO availability, ESPP terms, post-IPO holding restrictions, secondary windows.

Knowing the comp plan is the floor. Building a plan around it is the work.

San Diego tech / biotech employers we plan around
Qualcomm · Illumina · Dexcom · Halozyme · ResMed
Cubic · Thermo Fisher · ServiceNow · Sempra
Plus remote-employee planning for Apple, Google, Meta, Microsoft, Nvidia, Amazon
Section 04The InvitationCosmos Wealth
Plan the next vest

Build the plan around the grant calendar.

If you have a vest in the next 90 days and no plan for what to do with it, that’s the place to start. We’ll map your grants, tax exposure, concentration position, and what changes if the next decision is deliberate instead of default.

Equity is a position. Treat it like one.
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