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LIFELAIDOUT
lifelaidout helps high-achieving tech professionals simplify their financial life, minimize taxes, and retire with confidence. The firm offers retirement...
Overview
lifelaidout helps high-achieving tech professionals simplify their financial life, minimize taxes, and retire with confidence. The firm offers retirement planning, investment management, company stock management, strategic tax planning, healthcare planning, and support for small business and passion projects. It provides personalized, high-touch financial planning rather than junior-planner service.
General information
Firm type
Asset Manager
Year founded
2016
Location
Region
North America
Country
United States
Principals
Roger Ma
Founder
Sector focus
Frequently asked questions
Who runs LifeLaidOut and what is Roger Ma's background?
Roger Ma is the founder and the primary financial planner at LifeLaidOut. Before entering financial planning, Ma worked as an investment banker at institutions including Goldman Sachs, then earned his CFP designation to transition into direct wealth management. His career path informs the firm's focus on clients in finance, technology, and consulting who manage complex compensation packages. He regularly publishes personal finance articles in national outlets and authored 'Work Your Money, Not Your Life,' released by Wiley in 2020.
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