Jane Yoo, CFP®, MBA Jane Financial, LLC

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About Jane Yoo, CFP®, MBA

I’m Jane Yoo, CFP®, MBA, and I’m the founder and CEO of Jane Financial. I started my business to help put Gen X women and their families on the path to financial freedom. As a CERTIFIED FINANCIAL PLANNER®, I believe in an open, collaborative, and non-judgmental approach to: (1) discovering your goals and dreams, and (2) creating a financial plan customized to YOU.

I’m based in sunny Oakland, CA. Before moving to the San Francisco Bay Area, I built my financial planning chops at the Social Security Administration and Vanguard, and I got my MBA from the University of Chicago Booth School of Business. In 2012, I started a financial planning residency program at Aspiriant, one of the largest independent wealth management firms in the US. In my four years there, I worked closely with high net worth families, particularly corporate executives who were preparing for retirement and/or needed help with their company stock options and RSUs. I’ve invested many years in my professional training, and I offer this expertise and commitment to you.

I’m a proud aunt, and I’m grateful that my nieces are nearby. As a Chicago native, I’m still giddy about the Cubs’ 2016 World Series victory. My cat, Zoe, is the apple of my eye. Community service is important to me, and I volunteer for Cat Town, a cat rescue group that helps stressed, sick, and senior cats get ready for their forever homes. I also provide pro bono financial planning through the Financial Planning Association. I enjoy Star Wars books and animation as I impatiently wait for the next film. Finally, incorporating mindfulness into my life helps me become a better financial planner, friend, sister, and aunt.

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Ideal Clients

  • Busy Gen X Professionals
  • Busy Professionals
  • Generation X
  • Women

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Flat Fee: $3,500 one-time financial planning project
  • Quarterly/Monthly Fee: $5,000 / year split to quarterly or monthly charge

SEC Records

States Registered

  • California

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