Joyce Franklin (CFP®, CPA)
Joyce Franklin focuses in the
following client markets or areas of practice:
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
We specialize in planning for equity awards, including stock options and RSUs, as well as tax planning to help our tech and human resources clients preserve wealth, mitigate risk and taxes, care for their families, and pursue their dreams. Being a client of ours will ensure that your tax situation is planned for, your taxes are minimized, and your financial life is simplified so you can spend more time doing the things you enjoy.
Joyce and her team are passionate about providing thoughtful, proactive, accurate pathways to financial freedom, in a responsive manner, so their clients can achieve their goals and live their dreams. JLFranklin’s unique tax expertise allows them to deliver truly comprehensive strategic financial planning.
With over 20 years of experience in the personal financial and investment planning profession, Joyce is also a CPA with over 25 years of accounting experience. An alumna of Deloitte and Ernst & Young, she currently advises high net-worth individuals, corporate employees, and entrepreneurs on tax and financial planning issues.
Joyce has published two books, “Startup Wealth” and “Life, Liquidity & the Pursuit of Happiness.” Joyce has also published several articles and white papers. Her newsletter, Wealth Planning Quarterly, offers timely investment market commentary, seasonal tax tips, and financial planning ideas.
Additional Information
Passionate about financial education, Joyce is launching the first season of her podcast this year. It is a show for people who work in startups—or in companies with a startup attitude. We explore financial success and lessons learned on the journey to long-term security. The show offers insights and advice about making smart financial decisions, as well as strategies for protecting and preserving wealth. Entrepreneurs, startup employees, and those whose careers revolve around the tech world are the target audience. But this podcast is also for anyone who wants to learn more about personal finance, or who simply enjoys hearing stories about business success. Guests share insider takes on entrepreneurship or working as an employee in a tech company.
Joyce holds a Graduate Certificate in Personal Financial Planning, with distinction, from the University of California, a Master of Science in Taxation from San Francisco State University, and a Bachelor of Science in Commerce from the University of Virginia. She has served on the boards of both the Personal Financial Planning Committee of the California Society of CPAs and the San Francisco Chapter of The Financial Planning Association as Public Relations Chairperson. She is a member of the American Institute of Certified Public Accountants, as well as the founding member of Financial Planning Professionals study group.
Joyce lives in Marin County, California, with her husband and son. In her free time she enjoys swimming and opera.
Follow JLFranklin Wealth Planning to learn more:
https://www.facebook.com/JLFranklinWealth
NAPFA Start Date
August 02, 2021