Advisor · Canonical record
Nora Hale, CFP
Partner · Highline Capital Advisors
AUM (fee-only) Fee-only verified Virtual practice
Summary
Nora leads Highline's pre-exit founder practice. She works closely with tax counsel on QSBS stacking, 83(b) and 83(i) timing, and the structure of charitable planning around an exit event.
Structured record
| Fee model | AUM (fee-only) |
|---|---|
| Engagement | Investment minimum $5M |
| Home location | San Francisco, California |
| Serves | California , Washington , New York · virtual |
| Credentials | CFP |
| Education | BA, Harvard College |
| Years practicing | 18 |
| Ideal client | Founders and senior executives in the final 12–24 months before a liquidity event. |
Specialties
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Founders (pre-exit)
Pre-IPO and M&A planning for founders and early employees.
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Equity compensation
RSUs, ISOs, NSOs, ESPP, 83(b), and concentrated stock strategy.
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Retirement with concentrated positions
Drawing down income when most of your net worth is one stock.
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Tax planning
Multi-year tax strategy, not just April filing.
Audiences served
- Founders
- Executives
Listed on
Trust signals & citations
- CFP verified — source: CFP Board
- Fee-only (verified) — source: ADV Part 2
Record last verified on 2026-03-10. Any advisor — member or not — may request a correction.
Related advisors
Firm: Highline Capital Advisors
Bay Area fee-only RIA serving founders, executives, and concentrated-position households.