Jane Financial, LLC
Jane Yoo, CFP®, MBA, is an Oakland, CA fee-only financial planner. Jane Financial provides comprehensive financial planning and investment management to tech professionals who need help with their stock options and RSUs. The typical Jane Financial client is a Director or VP whose company has an imminent or recent IPO. As a fee-only, fiduciary, and independent financial advisor, Jane Yoo is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jane Financial doesn't require a minimum portfolio. Instead, Jane Financial charges a flat financial planning fee based on the complexity of your financial situation. This fee starts at $15,000 per year and is charged on a quarterly basis.
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