In this final installment of this two-part series, host Nicole Romito and guest Matt Parenti delve into executive compensation, providing valuable insights for navigating this complex realm. They discuss essential strategies for maximizing compensation plans, minimizing risk, addressing tax implications, and integrating these elements into long-term financial planning to achieve personal goals.

Nicole and Matt discuss: 

• Strategies to maximize different executive compensation plans
• Techniques for reducing exposure in equity and share investments
• Tax implications related to various compensation components
• Aligning executive compensation with long-term financial planning and charitable giving
• And more

Resources:

• Strategies for Maximizing Executive Compensation with Matt Parenti – Part One (Ep. 42)

Connect with Nicole Romito: 

• LinkedIn: Nicole Romito
• MyPrivateVista.com
• [email protected]
• Call: 312-831-4370

Connect with Matt Parenti:

• Private Vista – Matt Parenti
• LinkedIn: Matt Parenti

About Matt Parenti: 

Matt Parenti is a seasoned financial planner specializing in assisting corporate executives, startup entrepreneurs, and business owners. With a focus on legacy planning, Matt ensures his clients’ financial security and longevity. He is deeply committed to building meaningful relationships, both professionally and personally. As Chair of the Growth & Marketing Committee at his firm, he emphasizes the importance of the “Private Vista Experience” for clients and colleagues alike. He holds a Bachelor’s Degree in Consumer Economics and a Minor in International Studies from the University of Illinois Urbana-Champaign, along with a Master’s Degree in Finance from the University of Notre Dame.

Outside of work, Matt treasures time with family and friends, enjoys outdoor activities, and seeks to share his knowledge through mentorship and teaching.