Whether you want to build your wealth, manage your finances, or learn best practices for handling the unique financial issues you face as a technology professional, Personal Finance for Tech Professionals delivers the information you need on:

  • Stock-based compensation, such as stock options, restricted stock units, restricted stock, and employee stock-purchase plans

  • Balancing spending between your working years and retirement, and tips for keeping spending under control

  • How much you should be saving for regular or early retirement and the types of accounts you should be using

  • Investing using an institutional approach, including techniques such as asset location and exploring private investments for accredited investors

  • A host of housing and real estate issues in high-cost tech cities

  • Taking care of yourself and family matters while dealing with overwork and stress

  • Concepts and techniques for reducing taxes, including the new tax law for 2018

  • Making your retirement real by considering where you will live, what you will do, sustainable withdrawal rates, and order of withdrawal from your accounts

  • Practical considerations for initial public offerings (IPOs) and acquisitions and their impact on your financial life

  • Considering your legacy and charitable giving plans


ISBN: 978-1-68401-815-4


"Certified Financial Planner Bruce Barton presents Personal Finance for Tech Professionals in Silicon Valley and Beyond, a thoroughly accessible guide to financial security and preparing for the future. Although intended especially for professionals in technological fields of expertise, Personal Finance for Tech Professionals is packed cover to cover with information and practical advice about housing and real estate (especially for those living in high-cost cities), different types of stock options, wise investing, recommended guidelines for retirement saving and much more that will prove invaluable to workers in any career. Highly recommended!"


“‘No one tells you about these things,’ is a phrase I’ve heard countless times from founders and early employees at start-up companies. This book changes that equation: read it and debug your own financial future.”

ADAM FISHER, best-selling author of Valley of Genius

“Bruce Barton answers the call by providing you, in a comprehensive yet understandable narrative, the best practices in managing your personal finances, whether you are at the start of your career or preparing for retirement.”

RUSTY THOMAS, former KPMG Senior Partner and National Tax Lead:
Technology Sector, Silicon Valley Office (retired 2017)

“Bruce Barton has done a magnificent job cutting through complex terminology to deliver lucid, bite-sized advice on how to build your wealth and thrive in the turmoil that is Silicon Valley.”

JIM SMITH, General Partner, Mohr Davidow Ventures

“Between starting a company and having a family, it’s hard to find time to devote to learning about personal finance. You could spend months researching and never figure out the important nuances of properly building your wealth. Bruce Barton has created an essential resource for tech entrepreneurs to quickly understand key issues concerning their financial well-being and take action. Personal Finance for Tech Professionals is everything you need, wrapped up succinctly in one place.”

HERNÁN BOTBOL, Argentinian entrepreneur and co-founder of Taringa!, now living in Silicon Valley and working on his latest startup