Numo Financial Services for Professionals

As a tech professional, your skills and expertise are invaluable assets that enable you to generate an above-average income. Protecting your ability to earn income is crucial to achieving financial success, and our services can help you build a comprehensive financial plan that safeguards your future. We specialize in helping tech professionals make the most of their success, so you can focus on your career with peace of mind.

Investment planning

Investing your money can be daunting, but we can help develop custom investment plans that are tailored to your unique needs and help you save for your goals such as a home. 


Illness or injury can significantly impact your ability to earn income and jeopardize your career success. That’s why our services prioritize income replacement and enable you to return to work on your terms. 

Critical Illness

With Critical Illness coverage, you will have the necessary financial support to take care of yourself  in the event of cancer, stroke, or heart attack diagnosis.



life Insurance

Protect your family’s financial future by ensuring your mortgage is paid off in the event of an unexpected loss. We can help you prepare for the unexpected and provide peace of mind for you and your loved ones.


Having a will is essential for taking care of your family’s future, as it provides clear instructions ensuring that your loved ones are taken care of even after you’re gone. 

Restricted stock units (RSU)

Effectively managing RSUs and other equity compensation is essential to maximizing financial success; we specializes in these compensation structures, enabling you to make informed decisions about when to sell and hold shares and achieve your financial goals.

“Brady and the team at Numo Financial have been profound contributors to the success of my portfolio, both personally and professionally for the past 5 years. As a busy entrepreneur and working parent I appreciate the initiative team Numo takes in keeping me on track and supporting the growth of my business”

– CM