Vested Financial Planning, LLC
Vested Financial Planning serves the specific financial planning needs of Gen X Silicon Valley tech professionals in San Carlos, CA and throughout the area. I’ll help you address your planning needs that are unique to your career and the Bay Area, which may include making the most of your employee equity (RSUs, ISOs, NQSOs, ESPP), buying a home, saving for your children’s education, or figuring out how to achieve financial independence. I understand these needs because I worked in Silicon Valley for 20 years at companies including eBay, Yahoo!, Intuit, and startups. I’ve personally experienced the clear need for professional help in achieving your financial goals.
In addition, Vested Financial Planning is a fee-only firm with no account minimums that abides by a fiduciary standard. Fee-only means that I am only paid by you, the client. I don’t get paid through commissions, referral fees or in any other way which minimizes any potential conflicts of interest. Many Silicon Valley firms require that you have at least $1 million or more of investable assets before they will work with you. I don’t require any account minimums because I know that many more people need and deserve good financial planning help even if they may not currently have significant investable assets. Finally, I abide by a fiduciary standard which means that Vested Financial Planning is ethically and legally bound to act in your best interest.