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

Planning Specialties

We specialize in planning for equity awards, including stock options and RSUs, as well as tax planning to help our clients to meet their goals. We provide comprehensive, individualized services to successful high-tech and human resources executives. We help our 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.

Additional Information

Joyce has over 20 years of experience in the personal financial and investment planning profession. She 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 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.

Ms. Franklin is active in the financial planning and tax communities. 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. Ms. Franklin is a member of the American Institute of Certified Public Accountants, as well as the founding member of Financial Planning Professionals study group.

NAPFA Start Date

August 02, 2021


This Office

369-B 3rd Street #692 San Rafael, CA 94901 Phone: (415) 925-3400