Jane Yoo (CFP®, MBA)
Jane Yoo focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- LGBTQ+
- Millennials
- Tax Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- LGBTQ+
- 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 tech professionals who need help with their stock options and RSUs. 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 $15,000 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 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 (she/her) is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). Jane previously worked at Aspiriant, a leading independent wealth management firm, where she worked with high-net-worth families, particularly executives who needed help with company stock options and RSUs. Jane also has professional experience at the Social Security Administration and Vanguard.
Jane earned 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 auntie of two nieces and dotes on her asthmatic cat named Zoe.
NAPFA Start Date
June 09, 2017
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