Jane Yoo (CFP®, MBA)

Jane Yoo focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Millennials
  • Tax Planning

Planning Specialties

Jane Yoo 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 doesn't require a minimum portfolio. Instead, she 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.

The common questions that she answers for clients include:

  • How do my RSUs and/or stock options work, especially the tax part?
  • My company will IPO soon. What should I do to prepare?
  • What should I do with my company's stock?
  • What should I do with my old 401(k) plans?
  • How much am I saving, and is it enough? Am I on track to meet my goals?

Additional Information

Jane Yoo is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). Jane previously worked at Aspiriant, a leading independent wealth management firm, serving corporate executives who needed help with their company stock options and RSUs. Jane also has professional experience at the Social Security Administration, and Vanguard.

Jane obtained an AB in Chemistry from Bryn Mawr College, and an MBA in Finance and Economics from the University of Chicago Booth School of Business. She is a proud aunt who is grateful that her sister, brother-in-law, and young nieces live nearby. Jane volunteers for Cat Town, a cat rescue group in Oakland that helps stressed, sick, and senior cats get ready for their forever homes. She enjoy Star Wars novels, comics, and animation. She incorporates mindfulness into her daily life. Most importantly, Jane has an adorable asthmatic cat named Zoe.

NAPFA Start Date

June 09, 2017

Submit
Submit

This Office

360 Grand Ave # 126 Oakland, CA 94610-4840 Phone: (415) 412-0842