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

I work with Superstar Gen X and Millenial Women who have ascended to a mid-level or senior role at a public (or soon-to-be-public) company in the Bay Area. Your stock options, RSUs, and/or ESPP have complicated your finances, and you're seeking an ongoing relationship with a fee-only financial planner.

The common questions that I answer for clients include:

  • How do my RSUs and/or stock options work?
  • Do I owe taxes from my equity compensation?
  • My company will IPO soon. What should I do to prepare?
  • hat 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

You're a Superstar Gen X or Millennial Woman. You’ve worked hard and ascended to a mid-level or senior role at a public (or soon-to-be-public) Bay Area company. You’ve dutifully contributed to your 401(k) over the years. And you have a basic understanding of your equity comp, whether stock options, RSUs, and/or ESPP.

I work with high-earning women who are ignored by traditional financial advisors. These advisors require a hefty minimum portfolio ($1M is common in the Bay Area), and the financial advice is often limited to your investments. Instead of charging a percentage of your portfolio, I charge a retainer that's based on your income and net worth. And instead of focusing solely on your investments, I provide comprehensive financial planning and tax return preparation. My goal is to provide value that exceeds the fee.

Before launching Jane Financial in 2017, I spent four years at Aspiriant, a leading wealth management firm serving corporate executives. I've also worked at the Social Security Administration and Vanguard. I have a BA from Bryn Mawr College, and an MBA from the University of Chicago Booth School of Business.

I’m a proud aunt, and my cat, Zoe, is the apple of my eye. I enjoy all things Star Wars: films, TV shows, books, and comics. Finally, incorporating mindfulness into my life helps me be better financial planner, friend, sister, and aunt.

NAPFA Start Date

June 09, 2017


This Office

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