Jane Yoo, CFP®, MBA Jane Financial, LLC

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About Jane Yoo, CFP®, MBA

I work with Gen X women whom I call “Humble Female Superstars”. You’ve worked hard and ascended to a Director or VP level position at a leading Bay Area public company like LinkedIn/Microsoft, Clorox, and Visa. You’ve dutifully contributed to your 401(k) over the years. And you have a basic understanding of your equity comp, whether ESPP, RSUs, or stock options.

Women contact Jane Financial because, despite their high income, they’re ignored by traditional financial advisors who make money based on the size of your portfolio. And if you do meet a portfolio minimum, oftentimes the advice is limited to investments rather than a holistic view of your complete financial picture. Instead of a percentage of a portfolio that must meet minimum size, I charge a complexity-based retainer. My goal is to provide exceptional service and value that exceeds the fee.

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. 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 all things Star Wars: films, shows, books, and comics. Finally, incorporating mindfulness into my life helps me be better financial planner, friend, sister, and aunt.

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X
  • Holistic Financial Planning
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Quarterly/Monthly Fee: $6,000+

SEC Records

States Registered

  • California