Tech founders & execs
- Equity compensation planning
- ISO / NSO / RSU strategy
- QSBS optimization
- Liquidity event planning
The advisor
Malik M. Amine.
Engineer-turned 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 the people I respected most — founders, engineers, physicians — were underserved by traditional advisors who didn't understand their world.
- Education
- University of Michigan
- Previously
- Software developer
- Practice
- Wealth Strategies Financial Group
Specialization
Built for builders.
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
Context matters.
Built for builders: You're too busy doing important work to micromanage your money. That's not a problem — that's smart delegation.
I've lived in your world: Traditional financial planning wasn't built for people with equity compensation, loan-forgiveness strategies, or liquidity events.
No cookie cutters: No generic advice. Strategies tailored to your specific situation, in writing.
Credentials & expertise
On the record.
Flat-Fee Planning · Fiduciary Standard
Clear, written engagements with disclosed compensation
Technology background
Former software developer with startup experience
PSLF specialist
Deep expertise in Public Service Loan Forgiveness strategy
Equity compensation
ISOs, NSOs, RSUs, and QSBS planning
Tax planning
Proactive tax optimization strategies
Next step
Let's talk about your money.
Thirty minutes to see if we're a good fit. No pressure, no pitch.
Book a free 30-min strategy call