About me
Hi, I'm Theresa Pablos. I built this practice to solve a specific problem: tech professionals are generating incredible wealth, but often lack the time or bandwidth to actually enjoy it.
You spend your days making high-stakes decisions and solving complex problems. The last thing you want to do when you sign off is decipher the tax implications of a tender offer or worry if you're saving enough for a home.
That's where I come in.
From navigating ISOs and RSUs to planning for potential IPOs, I handle the technical heavy lifting so you don't have to. My goal is simple: to take the noise of your financial life and turn it into a clear, actionable plan.
Because the point isn't just to have money. It's to have options.
My approach
I don't believe in deferring happiness for a retirement date that is decades away. I believe in using your wealth to fuel a life you love right now, whether that's taking a career break, traveling with your family, or just sleeping better at night knowing you have a plan.
My financial planning work is done through Equalis Financial, a 100% fee-only, fiduciary firm. I don’t sell products or take commissions. My only incentive is to help you navigate competing priorities with a plan that reflects your unique values.
If you’re ready to build a life that gives you options, let’s chat.
Planning for tech professionals is personal
Helping my product manager partner navigate ISO exercise decision trees, AMT calculations, burnout, and recovery sabbaticals is what inspired me to pursue a financial planning career. With roots in Silicon Valley and a home base in Santa Monica, I’ve seen firsthand how a $400K+ household income can still feel like a treadmill when balancing concentrated stock, high housing costs, and the pressure of supporting family members who helped you succeed.
Contact Information
Email Address
tpablos@equalisfinancial.com
phone number
(310) 363-0383
Equalis financial addresses
7080 Hollywood Blvd, Suite 700, Los Angeles, CA 90028
1231 NW Hoyt St, Suite 203, Portland, OR 97209