Andrew Azori (Faggella), CFP®, CEP
Sr. Equity Compensation Planner @ Grantd
About
To learn more about how Grantd transforming equity compensation planning, visit grantdequity.com/
United States
Boulder
Financial Services
Financial Planning, Equity Compensation, Public Speaking, Event Planning, Social Media, Social Networking, Leadership, Team Leadership, Teamwork, Community Outreach, Executive Compensation Planning, Titling and Beneficiary Designations, College Planning, 401K Rollovers, Asset Allocation
Experience
Sr. Equity Compensation Planner
Grantd
Boulder, Colorado, United States
AI-native startup delivering scalable, personalized equity compensation advice As the Equity Compensation Planner, I serve as a subject matter expert in all forms of equity compensation—including RSUs, ISOs, NSOs, ESPPs, and more. My role focuses on bridging technical equity knowledge with practical financial planning by developing tax-aware insights, strategic frameworks, and educational resources. I work closely with product and advisor teams to build tools that empower financial advisors to deliver tailored, high-impact guidance to clients navigating the complexities of equity awards.
VP - Financial Consultant
Charles Schwab
San Francisco Bay Area
Financial Services Professional
Charles Schwab
Education
University of Colorado Boulder - Leeds School of Business
Accounting and Finance
College for Financial Planning
Financial Planning and Services
Certified Equity Professional Institute
Andrew Azori (Faggella), CFP®, CEP's Contact Information
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