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 Superstar Women in Tech who need help with their stock options and RSUs. The typical Jane Financial client is a high-performing Gen X or Millennial woman whose company has an imminent or recent IPO. Jane Yoo is based in Oakland and serves the wider Bay Area, including San Francisco, San Jose, and Berkeley. 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.
Unlike the vast majority of financial advisors, 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 $12,000 per year and is charged on a quarterly basis.
Download Jane's free guide, Preparing for an IPO Financially and Emotionally. You'll also receive her monthly blog digest, which covers the equity compensation, taxes, and other financial planning topics relevant to Superstar Women in Tech.