Personal Finance for Tech Professionals

In Silicon Valley and Beyond

Whether you want to build your wealth, manage your finances, or learn best practices for handling the unique financial issues you face as a technology professional, wealth manager Bruce Barton lays out the information you need to know. Whether you're on the hit-or-miss path through a succession of tech startups or you're steadily moving up in the corporate tech world, following these accessible practices will help you feel secure in your financial future while enjoying your life to the fullest today.

ISBN: 978-1-68401-815-4
SKU: 08-416-01
Categories:Amplify Publishing, Business and Finance, Personal Finance, Industries, Technology

“‘No one tells you about these things,’ is a phrase I’ve heard countless times from founders and early employees at start-up companies. Often it’s said with regret—because a successful exit is just the beginning of the personal program, one that can crash or hang if stock options and other forms of compensation risk are not managed properly. This book changes that equation: read it and debug your own financial future.”—ADAM FISHER, bestselling author of Valley of Genius 

“The technology industry is characterized by intensive commitment from tech professionals to their careers, innovative equity-based compensation structures, and dynamic wealth formation. As such, it is no surprise many tech professionals are in search of guidance to face the daunting challenges and complexities of managing their personal financial affairs. Bruce Barton answers the call by providing you, in a comprehensive yet understandable narrative, the best practices in managing your personal finances, whether you are at the start of your career or preparing for retirement.”—RUSTY THOMAS, former KPMG Senior Partner and National Tax Lead: Technology Sector, Silicon Valley Office (retired 2017)

“We all know working in the tech industry can be volatile. No matter whether a startup goes public, gets sold, pivots, or craters, the need to be informed and knowledgeable about your personal finances remains constant. Bruce Barton has done a magnificent job cutting through complex terminology to deliver lucid, bite-sized advice on how to build your wealth and thrive in the turmoil that is Silicon Valley.”—JIM SMITH, General Partner, Mohr Davidow Ventures

“Between starting a company and having a family, it’s hard to find time to devote to learning about personal finance. You could spend months researching and never figure out the important nuances of properly building your wealth. Bruce Barton has created an essential resource for tech entrepreneurs to quickly understand key issues concerning their financial well-being and take action. Personal Finance for Tech Professionals is everything you need, wrapped up succinctly in one place.”—HERNÁN BOTBOL, Argentinian entrepreneur and co-founder of Taringa!, now living in Silicon Valley and working on his latest startup

Bruce Barton CFP®, CFA

Wealth Advisor

Bruce Barton, CFP® CFA is a practicing wealth manager in Silicon Valley and the owner and founder of a boutique wealth management firm. After a tech career spanning 15 years, during which he worked as a system design engineer, product manager, director of product management, and vice president of marketing, Bruce brings a distinct perspective to personal finance. He worked in three venture capital-backed tech startups, including one that went public, one that was acquired, and one that failed. With a background in both tech and finance, he brings valuable insight into the particular challenges faced by tech professionals in managing their personal finances.

Bruce earned a Master’s of Business Administration in Finance from the University of Chicago, a Bachelor of Science in Engineering from Harvey Mudd College, and a Bachelor of Arts in Liberal Arts from Claremont McKenna College. He holds the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. Bruce served on the Board of Directors of the National Association of Personal Financial Advisors (NAPFA) and is past president of the NAPFA West Region Board of Directors. He is co-inventor on a patent for performance monitoring of telecommunication systems.

Bruce and his wife Alicia, whom he met at Harvey Mudd College, live with their dog, Romeo, in Los Gatos, California. They have two great kids away in college who are studying biology and electrical engineering.