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 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. Finally, I abide by a fiduciary standard which means that Vested Financial Planning is ethically and legally bound to act in your best interest.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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