Jane Yoo, CFP^®

CEO

Jane Financial, LLC

360 Grand Ave, #126
Oakland, CA 94610

FINANCIAL ADVISOR'S WEBSITE

www.janefinancial.com

(415) 412-0842 CONNECT WITH Jane

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Flat fee retainer starting at $15,000 per year (billed quarterly). Investment management is included in the fee. I don't have a portfolio minimum.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Jane Financial

General

Jane Yoo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jane Financial, LLC in Oakland, CA and the surrounding communities.

Financial Advisor Overview

Jane Yoo is an Oakland, CA fee-only financial planner. Jane Financial provides comprehensive financial planning and investment management to Superstar Women in Tech who need help with their stock options and RSUs. The typical Jane Financial client is a high-performing Gen X or Millennial woman who: (1) works at a company with an imminent or recent IPO, or (2) works at an established public company and has significant exposure to company stock.

Financial Advisor Experience

Jane specializes in equity compensation and has extensive experience working with Bay Area women at private and public tech companies. This includes helping individual contributors and executives with stock option exercise strategies, preparing for exit events (tender offer, IPO, direct listing), and detailed tax projections. Jane previously worked at Aspiriant, a leading independent wealth management firm serving corporate executives. Jane also has professional experience at the Social Security Administration, and Vanguard. Jane obtained an AB in Chemistry from Bryn Mawr College, and an MBA in Finance and Economics from the University of Chicago Booth School of Business.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Retirement, Life Planning, Starting a Family, Sudden Wealth, Women's Finances