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Virg Cristobal, CFP®
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Virg Cristobal, CFP®

Principal at Chrome Advisors | Helping Tech Executives Get Smart with their Stock

Verified advisor · CFP® · CRD 4662399

Principal and Chief Advisor at Chrome Advisors, working with talented creatives and executives in technology who want to get it right the first time. I serve as Chief Advisor to clients through career changes, business sales, major purchases, and life transitions, and I help manage their whole financial life. My clients often have complex compensation packages and concentrated stock (ISOs/NSOs, RSUs, SARs), value expert counsel, and care about giving back. B.S. in Electrical Engineering and Computer Science, U.C. Berkeley.

Niche
Tech employees
Listed in People
Who Virg works with
What I'm working on
Updated Oct 19, 2026

Helping tech executives make smart, confident, well-timed decisions with their stock options, RSUs and concentrated company stock, so their wealth supports the life they want.

Intro video

Meet Virg

Principal at Chrome Advisors | Helping Tech Executives Get Smart with their Stock

8
Tools in my stack
Charles Schwab
Custodial Platform
RightCapital★★★★★
Financial Planning, Retirement Planning, Estate Planning +6 more
Asset-Map
Planning Light, Client Data Gathering, Advice Engagement
Redtail
CRM, Client Texting
Holistiplan
Tax Planning
+3 more
AI Platforms, AI Assistants/Agents, Client Meeting Support +4 more
Client Meeting Support, AI Assistants/Agents
Equity Compensation
No longer using: eMoney
0
Events coming up
0
Books, pods, letters
0
Things I'm open to

Reviews I've written

AdvisorTech
RightCapital
★★★★★

“We recently switched to RightCapital and have been very pleased. It’s been helpful for tracking stock equity compensation, and with client account connections, we can keep every plan up to date.”

Uses it · Oct 2026
Service Provider
Polaris Compliance Consulting
★★★★★

“Polaris has been our compliance consultant since day one of our RIA. They’re responsive, knowledgeable and always timely with our questions. They were a significant help during our recent SEC audit. We recommend them to any growing advisory firm.”

Uses it · Oct 2026