CFP® | CRPC®

Your Guide to Understanding Equity with Clarity

Gibran created this space to help you understand the equity in your job offers and business with clear explanations and guidance; so you can make confident decisions about your future.

CFP® | CRPC®

Your Guide to Understanding Equity with Clarity

Gibran created this space to help you understand the equity in your job offers and business with clear explanations and guidance; so you can make confident decisions about your future.

CFP® | CRPC®

Your Guide to Understanding Equity with Clarity

Gibran created this space to help you understand the equity in your job offers and business with clear explanations and guidance; so you can make confident decisions about your future.

Who is Gibran

Gibran Le

CFP® | CRPC®

Gibran is a CERTIFIED FINANCIAL PLANNER® and Partner at an independent advisory firm who works with high earning professionals and business owners as their financial lives become more complex. With over a decade of experience across analytical and client facing roles, he brings structure, clarity, and perspective to decisions involving equity compensation, investments, taxes, and long term planning. His approach is thoughtful and relationship driven, focused less on selling solutions and more on helping clients understand trade offs, reduce risk, and move forward with confidence. People work with Gibran not just for technical expertise, but for steady guidance and objective advice that aligns their financial decisions with the life they want to live.

Gibran Le

CFP® | CRPC®

Gibran is a CERTIFIED FINANCIAL PLANNER® and Partner at an independent advisory firm who works with high earning professionals and business owners as their financial lives become more complex. With over a decade of experience across analytical and client facing roles, he brings structure, clarity, and perspective to decisions involving equity compensation, investments, taxes, and long term planning. His approach is thoughtful and relationship driven, focused less on selling solutions and more on helping clients understand trade offs, reduce risk, and move forward with confidence. People work with Gibran not just for technical expertise, but for steady guidance and objective advice that aligns their financial decisions with the life they want to live.

2

Advanced Financial Planning Certifications

2

Advanced Financial Planning Certifications

10+

Years of Experience

10+

Years of Experience

1

Holistic Approach

1

Holistic Approach

Someone You Can Trust

Experience and recognition built on objective, client first advice

Rookie of the Year 2019

Recognized early in his advisory career for strong performance and commitment to client outcomes.

Rookie of the Year 2019

Recognized early in his advisory career for strong performance and commitment to client outcomes.

Advisor of Now 2022

Honored for delivering modern, client focused financial advice in an increasingly complex environment.

Advisor of Now 2022

Honored for delivering modern, client focused financial advice in an increasingly complex environment.

President’s Club 2019 to 2025

Consistently recognized over multiple years for performance, professionalism, and client dedication.

President’s Club 2019 to 2025

Consistently recognized over multiple years for performance, professionalism, and client dedication.

CERTIFIED FINANCIAL PLANNER®

Holds a nationally recognized certification reflecting advanced training in comprehensive financial planning.

CERTIFIED FINANCIAL PLANNER®

Holds a nationally recognized certification reflecting advanced training in comprehensive financial planning.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the state(s)of AZ, CA, CO, FL, GA, ID, IN, ME, MA, MI, NV, NJ, NY, NC, OH, OK, OR, TX, UT, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.

All Rights Reserved

© 2026 Ask Gibran

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the state(s)of AZ, CA, CO, FL, GA, ID, IN, ME, MA, MI, NV, NJ, NY, NC, OH, OK, OR, TX, UT, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.

All Rights Reserved

© 2026 Ask Gibran

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the state(s)of AZ, CA, CO, FL, GA, ID, IN, ME, MA, MI, NV, NJ, NY, NC, OH, OK, OR, TX, UT, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.

All Rights Reserved

© 2026 Ask Gibran