MEET CO-FOUNDER

ALVA A. FULLER, CFP®, EA

Alva partners with high-net-worth clients, startup founders and employees, and families. She applies a tax-informed approach to financial planning. Her expertise includes navigating equity compensation, planning for liquidity events, and developing multi-year, tax-smart strategies.

Alva is a CFP® professional and Enrolled Agent based in New York City. Before joining CB TG, Alva worked at PWC and Deloitte as a trusted tax advisor and at leading wealth-tech companies as a Wealth Manager.

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SPECIALTIES

Integrated Tax & Wealth Coordination

International Cross-Border Advisory

Equity Compensation (ISO/NSO/RSU) Strategies

Private Equity, Alts Investment, Sch K-1 Funds

CREDENTIALS

Enrolled Agent (EA), Internal Revenue Service

Certified Financial Planner® Professional

Bachelor of Science in  Commerce, major in Management of Financial Institutions, De La Salle University Manila 

Certificate of Financial Planning, NYU SPS

APPROACH

I prioritize a proactive, results-driven strategy that looks at your full picture: your equity lifecycle, entity structure, and personal financial goals to build a framework where every piece is aligned. My goal is to reduce the "noise" that often accompanies wealth by pressure-testing tradeoffs and providing the high-level coordination necessary to turn fragmented moves into a cohesive legacy.

Ultimately, I am dedicated to being the first call my clients make when they face a new opportunity. I provide the structure and clarity required to protect what you’ve built, allowing you to focus on your next chapter with total certainty.

READY TO GET STARTED?

Let's partner together to ensure your tax strategy is building wealth.

WORK WITH ME