Jane Beule

CFP®, MBA, MLA, TEP

Griffin Black, Inc.

Financial Advisor

Jane Beule

CFP®, MBA, MLA, TEP

Griffin Black, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jane Beule, CFP®, MBA, MLA, TEP

(650) 368-5785

Fee-Only Financial Advisor serving clients nationally and internationally.

Jane Beule is a Redwood City, CA fee-only financial planner. Griffin Black, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jane Beule is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jane Beule is a Fee Only Financial Planner/Wealth Manager in Redwood City, CA. She began her career in finance as an industry analyst with J.P. Morgan in New York. After graduating from Harvard Business School, she moved to the Bay Area with her husband and worked for both large and smaller corporations as well as venture-backed start-ups before following her passion to serve individual clients. She founded Griffin Black in 2001 in order to create the kind of Registered Investment Advisor (RIA) firm she wanted to hire herself. Jane and her husband have two grown children and live in Redwood City, CA.

Jane Beule is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

In 2001, having helped other businesses grow and thrive for many years, I decided I wanted to build one of my own. I love tech but longed to get back to working in finance. Griffin Black, Inc., the Registered Investment Advisor that I founded, joined a growing financial planning industry that adhered to fee-transparency and fiduciary client service. But in other ways, the approach we have taken to serving clients has always been uniquely our own:

- We serve clients of ALL AGES AND INCOMES, and not just older and wealthier ones. Our older and wealthier clients don’t mind taking advantage of our process efficiencies and reasonable fees.

- We strongly believe that financial planning is a PROCESS rather than a single event. Our clients, and the world they live in, are dynamic. A point-in-time financial plan is obsolete almost as soon as it is written.

- A great plan that isn’t IMPLEMENTED is worthless. We therefore focus as much effort on helping busy clients get things done as we do on helping them understand what they should and want to do in the first place. We define our clients’ success in terms of real progress toward their goals, and not just on the delivery of a plan.

- INVESTING is important, but it is only one of several financial disciplines than matter to our clients. For many clients, investing is not the most important thing we do.

Give us a call and let us help you build the future and peace of mind that you envision for yourself!

 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jane Beule is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jane Beule is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Jane Beule is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Jane Beule

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 702 Marshall St.
    Suite 411
    Redwood City, CA 94063

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser