College fund planning in San Mateo, California

ESO Fund, located at 635 Mariners Island Boulevard in San Mateo, California, is a finance institution that specializes in helping individuals mitigate the risk of exercising stock options and fully take advantage of their potential. With a focus on transparency, responsiveness, and trustworthiness, ESO Fund has received praise from various professionals in Silicon Valley and beyond. Whether you have stock options that are about to expire or need assistance with funding your exercise, ESO Fund can provide a personalized solution to fit your unique financial situation. With over 12 years of experience in equity financing from exercise to IPO, ESO Fund is the oldest and largest employee equity company in the world.

Draper University is a prestigious institution located at 44 East 3rd Avenue in San Mateo, California, United States. As a university, it offers a unique and innovative approach to education, focusing on entrepreneurship, technology, and leadership. The institution provides a dynamic and immersive learning environment where students can develop their skills, network with industry professionals, and gain hands-on experience in the business world. With a strong emphasis on creativity and innovation, Draper University prepares students to become successful leaders and entrepreneurs in today's rapidly changing global economy.

Merrill Lynch Financial Advisor Kate Ma Martinez is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. Kate has been in the financial services industry since 1998 and joined Merrill Lynch Wealth Management in 2008. She is dedicated to listening carefully to her clients, understanding their personal and financial matters, and developing customized strategies to address their needs. Kate holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC). She speaks fluent Mandarin and Cantonese and enjoys spending time with her family, hiking, cooking, and gardening. Kate is a dedicated volunteer at her children’s school and is committed to serving the community. As a Merrill Lynch Wealth Management Advisor, Kate focuses on helping clients achieve their financial goals by developing personalized plans centered on their objectives. She believes that financial success can be achieved by making informed investment decisions that align with each client's unique goals and priorities. Kate uses the Investment Personality Assessment to gain a deeper understanding of her clients' investing preferences and customize their financial approach accordingly. By regularly reviewing and adjusting her clients' financial strategies, Kate helps them stay on track to reach their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Kate works collaboratively with her clients to address their financial needs and help them pursue their aspirations. Whether clients are planning for retirement, saving for a home, or funding their children's education, Kate is dedicated to providing guidance and support to help them achieve their financial objectives.