An Equity Compensation
Checklist

For Current and Former Intel Employees
INTEL’S stock benefits include stock options, restricted stock units (RSUs), and an Employee Stock Purchase Plan (ESPP). Participating in INTEL’s stock benefits enables you to share ownership in Intel with the potential to accumulate capital and build wealth.

Here is our checklist for INTEL’s current and past employees with to-dos and common mistakes you need to avoid when dealing with equity compensation.

We are happy to offer a free consultation if you have any questions and if you are curious as to how this applies to your unique personal situation.

Download Your Checklist

We have an almost 20 year history of serving Intel employees
We have been serving INTEL employees since 2004 when Intel’s equity compensation plan was managed by UBS (prior to ETRADE).
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Have a specific question about your company’s benefits or retirement program?

We’ve worked with many of the largest corporations in the Bay Area. We know the ins and outs of their programs and we’re happy to give you an objective opinion.

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Credo Wealth Management
PO Box 503
Penns Park, PA 18940
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Securities offered through Sanctuary Securities, Member FINRA and SIPC. Advisory services offered through Sanctuary Advisors, LLC, an SEC registered investment advisor.