Jane Financial, LLC
Founder and CEO
Jane Financial, LLC
Founder and CEO
As a fee-only financial planner, my focus is to offer unbiased financial advice and help you achieve your life's goals. Superstar Women in Tech seeking a holistic strategy for their stock compensation and taxes are my typical clients. - Jane Yoo, CFP®, MBA
Fee-Only financial planner located in Oakland, CA, serving clients locally and across California
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 whose company has an imminent or recent IPO. Jane Yoo is based in Oakland and serves the wider Bay Area, including San Francisco, San Jose, and Berkeley. 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.
Jane Yoo is a fee-only financial advisor at Jane Financial, located in Oakland, CA
Jane previously worked at Aspiriant, a leading independent wealth management firm. She worked with high net worth families, particularly corporate executives who needed help with their company stock options and RSUs. 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. She is a proud aunt who is grateful that her sister, brother-in-law, and young nieces live nearby. Jane volunteers for Cat Town, a cat rescue group in Oakland that helps stressed, sick, and senior cats get ready for their forever homes. She enjoy Star Wars novels, comics, and animation. She incorporates mindfulness into her daily life. Most importantly, Jane has an adorable asthmatic cat named Zoe.
Jane Yoo is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Financial advisor for Superstar Women in Tech.
You’ve worked hard and ascended to a mid-level or senior position at a public (or soon-to-IPO) Bay Area company. You’ve got a bunch of 401(k)s from old jobs, and an alphabet soup of stock compensation: RSUs, NSO, ISO, ESPP.
As a CFP® professional, I believe in an open, collaborative, and non-judgmental approach to exploring your values and goals, and crafting strategies that are customized to YOU.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Equity compensation
- Tax planning
- Investment management
- Comprehensive financial planning
- Women in Tech
- Bay Area
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jane Yoo 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.
Jane Yoo is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jane Yoo is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Jane Yoo is Quoted in the Wall Street Journal: "Four Ways Home Buyers Can Get an Edge in a Cutthroat Seller’s Market"
Jane Yoo is Featured on KQED's Forum: "Even as Rents Fall, Some Bay Area Residents Consider Leaving"
Jane Yoo Volunteers as a Mentor for the The Women’s Initiative (WIN) through the CFP Board
Jane Yoo Volunteers at Cat Town
Jane Yoo Contributes on Medium: "Thinking of Leaving the Bay Area? Look Out for These Pitfalls"
Jane Yoo is Quoted on mystockoptions.com: "Initial Public Offerings: Leading Financial Advisors On Equity Compensation Planning"
Jane Yoo is Quoted in Kiplinger: "The Best Financial-Planning Options for Single Savers"
Jane Yoo Presents for myStockOptions Webinar On Covid-19 Planning For Stock Comp
Jane Yoo Assists at the Free Financial Planning Event at the UC Hastings College of the Law in San Francisco
Contact Jane Yoo
360 Grand Ave
Oakland, CA 94610