Mike Powsner

Michael Powsner is a Certified Public Accountant (CPA), Certified Financial Planner™, and a Personal Financial Specialist (PFS). He founded Upstart Wealth Management in 2014 to help Silicon Valley founders and employees with the tax and financial planning decisions that come from a concentrated position in the company they work for. Prior to Upstart, Mike learned his craft during a decade at some of the top public accounting and wealth management firms.

He is well-versed in the tax and financial implications of helping folks with stock option exercises, diversifying concentrated positions whether thru a secondary market sale or via the public market, and helping clients plan for an IPO or acquisition as tax efficiently as possible. He has worked with investors of all types, from young professionals to executives at Fortune 500 businesses. Financial planning, investment and risk management, tax planning & preparation, and trust and estate planning are all part of his portfolio. Mike graduated cum laude with a degree in accounting from Binghamton University.

His passion for travel has led him around the world including hiking the mountains of Patagonia, scuba diving in the Great Barrier reef and ice caving in Iceland. But his greatest adventure thus far has been taking on the role of “dad” at the start of 2019.

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Upstart Wealth Management has offices in
San Francisco and New York City, serving clients across the country.

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