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Don Douglas Hilario, CFP® | Founder

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Don Douglas Hilario, CFP®

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Don Douglas Hilario, CFP®

I’m Don Hilario, a CERTIFIED FINANCIAL PLANNER® professional and founder of Hilpan Moxie Wealth Management.

For more than twenty years, I’ve helped professionals simplify complex financial lives, including many clients working in the technology sector, particularly employees at Google.

Because equity compensation often plays a major role in their financial lives, my work frequently involves helping clients navigate:

• RSU vesting schedules
• concentrated employer stock positions
• tax planning around equity compensation
• career transitions and early retirement decisions

Over time, these conversations often evolve beyond investments.

They become about clarity.

How much risk is enough?
What role should company stock play in your life?
How do you turn years of hard work into a plan that actually supports the future you want?

There is rarely a one-size-fits-all answer.

My role is not to provide quick answers, but to help clients think clearly about the trade-offs behind the decisions they’re making, so their financial plan becomes intentional rather than accidental.

Because in the end, a financial plan should do more than track numbers.

It should provide clarity.

And confidence.

This page may say “About Me.”

But in many ways, it’s really about the work we’ll do together.

Welcome!

 


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Bio

Planning Areas We Help Clients Navigate

 

Investment Strategy

 

Equity Compensation Planning

 

Tax Planning

 

Estate & Legacy Planning

 

Risk & Insurance Planning

 

Retirement Planning

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Who We Help: Technology Professionals

 

 

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If you’re a technology professional navigating RSUs, equity compensation, or career transitions, we welcome the opportunity to learn more about your situation.

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Phone: 949-559-1852
Fax: 949-209-2518
Toll Free: 877-366-3553 x1

Email: don.hilario@hilpanmoxie.com

13 Woodland Drive, Irvine, California 92604

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