Malik M. Amine
Financial Advisor for Builders
I started my career writing code. I shipped products, sat in the meetings where equity and cap tables get discussed, and watched brilliant people build incredible things — while making terrible decisions with their money.
> smart enough to build a company
> too busy to manage the money from it
> that's where I come in
I made the switch to financial planning because I realized the people I respected most — founders, engineers, physicians — were underserved by traditional advisors who didn't understand their world.
I've written code, shipped products, and sat in the meetings where equity and cap tables get discussed. Now I use that context to build financial strategies for people who build things.
Background
Education: University of Michigan
Previous Career: Software Developer - Built products, worked in startups, experienced the tech world from the inside
Current Practice: Financial Advisor at Wealth Strategies Financial Group
Specialization
Tech Founders & Execs
- • Equity compensation planning
- • ISO/NSO/RSU strategy
- • QSBS optimization
- • Liquidity event planning
Physicians
- • PSLF strategy
- • Student loan planning
- • Resident to attending transition
- • Practice buy-in planning
High Earners
- • Tax optimization
- • Retirement planning
- • Estate planning
- • Wealth building strategy
Philosophy
Built for Builders: You're too busy doing important work to micromanage your money. That's not a problem. That's smart delegation.
Context Matters: I understand your world because I've lived in it. Traditional financial planning wasn't built for people with equity compensation, student loan forgiveness strategies, or liquidity events.
Not Your Parents' Financial Advisor: I focus on the unique financial challenges faced by high-achieving professionals and founders. No cookie-cutter plans. No generic advice. Just strategies tailored to your specific situation.
Credentials & Expertise
- • Fee-Only Fiduciary: No commissions, no conflicts of interest
- • Technology Background: Former software developer with startup experience
- • PSLF Specialist: Deep expertise in Public Service Loan Forgiveness strategy
- • Equity Compensation Expert: ISOs, NSOs, RSUs, QSBS planning
- • Tax Planning: Proactive tax optimization strategies
Let's Talk About Your Money
Schedule a 30-minute conversation to see if we're a good fit.
Schedule a Call