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CRM down ~25% YTD: Why RSU diversification is often more about behavior than “best strategy”
Tax, RSU, Investment Danni Shen, CFA® 2/6/26 Tax, RSU, Investment Danni Shen, CFA® 2/6/26

CRM down ~25% YTD: Why RSU diversification is often more about behavior than “best strategy”

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Contact

Shuo Li
(240)316-8158
Shuo.Li@LPL.com

Location

303 International Circle, Suite 105
Hunt Valley, MD, 21030

Shuo Li and Danni Shen are Financial Planner with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with Allset Wealth.

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