Jane Yoo (CFP®, MBA)

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

  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management

Planning Specialties

My planning specialties include:

  • Retirement: long-term projections, 401(k) plans, IRAs, Social Security.
  • Employee benefits: ESPP, RSUs, stock options, open enrollment.
  • Investments: review portfolio, recommend strategy, select investments.
  • Tax: identifying tax savings strategies, Roth vs. pre-tax IRAs, tax projections.
  • Insurance: recommend the right type and amount of protection.

My qualifications include:

  • Aspiriant, Wealth Management
  • Vanguard, Post-MBA Leadership Program
  • Social Security Administration, Insurance Specialist
  • MBA, University of Chicago (Finance, Economics)
  • AB, Bryn Mawr College (Chemistry)
  • Financial Planning Certificate Program, UC Berkeley Extension

Additional Information

I find it gratifying to work with smart and motivated Gen X women. Women come to Jane Financial because despite their high income, they’re ignored by traditional financial advisors who have high portfolio minimums. And if they meet those minimums, oftentimes the advice is limited to investments rather than a comprehensive view of their complete financial picture.

Being an advocate for Humble Female Superstars is important to me. I’ll never forget helping countless women during my days at the Social Security Administration who were financially vulnerable. Various events led to their financial straits, including widowhood, divorce, or poor health. It’s easier to start planning sooner than later, and I love helping my clients achieve their goals.

NAPFA Start Date

June 09, 2017


This Office

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