Turn Single-Stock Risk Into Lasting Wealth

Specialized Financial Planning for Current and Former SpaceX Employees

Optimize your comp | Invest with purpose | Make work optional

Navigating Your SpaceX Equity

We help current and former SpaceX employees, directors, and early team members minimize tax hits and manage single-stock concentration risk—without sacrificing your long-term wealth goals.

  • Key Benefits You Should Be Leveraging

    Navigating your SpaceX benefits can feel overwhelming. We’re here to simplify the process and show you how to maximize your benefits. Here are the key areas we can help you with:

    • 401(k) Plan & Matching Contributions:

    • Health Care FSA (Flexible Spending Account)

    • Dependent Care FSA

    • Health Savings Account (HSA)

    • Employee Stock Purchase Plan (ESPP) & RSUs

    • COBRA Coverage & Continuation

    • Tax Optimization: Discover opportunities for tax efficiency and build a cohesive strategy with our expertise.

  • Why Clients Choose Impact Fiduciary

    • 100% Fee-Only Fiduciary: No product commissions, no sales pitches, zero conflicts of interest.

    • SpaceX Equity Focus: RSU and option optimization, tax-efficient hedging for concentrated stock, and strategic AMT planning.

    • Comprehensive Financial Care: Portfolio management, tax reduction, and retirement strategy in one place.

  • Who We Work With

    • Individuals & families with $500,000+ in investable assets

    • Professionals planning for long-term financial independence

    • Investors who value transparency, sustainability, and evidence-based advice

    This ensures your time — and ours — is well spent.

  • “Add me to the list of people who agree that Patrick is a five-star financial consultant. I couldn't recommend him strongly enough.”

    ★★★★★

    Laurence N.

  • “My wife and I have been working with Chris Mastro at Impact Fiduciary for only a few months, and our confidence in our financial situation has never been higher!”

    ★★★★★

    Jeremy R.

  • “We cannot say enough good things about Patrick Dinan and Chris Mastro. Both of them exemplify the highest level of professionalism, honesty and expertise.”

    ★★★★★

    Kat S.

NAPFA
Wealthtender
Certified Financial Planner
Fee-Only Network