Dan Routh markets equity planning
- Dan Routh, a CFP active on X, promoted equity‑optimization services aimed at $500K–$1M+ earners, focusing on RSUs, stock options and concentrated holdings. - His Apr. 25 posts repeatedly emphasised tax, investment and estate planning for tech employees with large equity packages. - The social push reflects rising demand among high earners for specialised planning as RSUs and options become more central to compensation. (x.com/EquityPlanDan/status/2047894597557473445)