Jane Yoo
Founder & CEO at Jane Financial, LLC | San Francisco Bay Area
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Jane Yoo, as the Founder and CEO of Jane Financial, LLC, brings a wealth of expertise and a unique perspective to the financial planning landscape, particularly for Superstar Women in Tech. With a focus on Gen X women who have successfully navigated their careers to reach mid-level and senior positions in Bay Area companies, Jane understands the intricacies of equity compensation, including ESPP, RSUs, and stock options. Her firm operates on a fee-only basis, ensuring that clients receive unbiased advice tailored to their specific financial situations.
At Jane Financial, Jane leads key projects aimed at demystifying financial planning for women in tech. She emphasizes a collaborative and non-judgmental approach, allowing clients to openly discuss their aspirations and concerns. By leveraging her Certified Financial Planner® designation, Jane crafts customized financial plans that align with each client’s unique goals, whether that involves tax planning, retirement strategies, or estate planning. Her expertise in stock option planning is particularly valuable for clients who may feel uncertain about their equity compensation strategies, helping them to maximize their financial potential.
In an industry often dominated by traditional financial narratives, Jane Yoo stands out by advocating for a more inclusive and supportive environment. She empowers her clients to take control of their financial futures, ensuring they have the knowledge and tools necessary to make informed decisions. Through her leadership at Jane Financial, Jane is not just a financial planner; she is a champion for women in tech, dedicated to fostering their success both professionally and financially.
Founder & CEO at Jane Financial, LLC in April 2017 to Present
Financial Planner at Aspiriant in September 2013 to March 2017
Associate Wealth Manager at Waypoint Wealth Partners in September 2012 to May 2013
Post-MBA Leadership Program at Vanguard in July 2009 to April 2012
Equity Research Summer Associate (Software & Services) at Robert W. Baird in June 2008 to August 2008
Insurance Specialist at Social Security Administration in February 2005 to June 2007
Analyst at Accenture in June 2002 to July 2004
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Tax Planning
Investments
Stock Option Planning
Estate Planning
Retirement Planning
Equity Compensation
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Discover more about Jane Financial, LLCWhat is Jane Yoo email address?
Email Jane Yoo at [email protected] and [email protected]. This email is the most updated Jane Yoo email found in 2026.
What is Jane Yoo phone number?
Jane Yoo phone number is +14154120842 and +17732516171.
How to contact Jane Yoo?
To contact Jane Yoo send an email to [email protected] or [email protected]. If you want to call Jane Yoo try calling on +14154120842 and +17732516171. (updated on November 04, 2024)
What company does Jane Yoo work for?
Jane Yoo works for Jane Financial, LLC
What is Jane Yoo's role at Jane Financial, LLC?
Jane Yoo is Founder & CEO
What industry does Jane Yoo work in?
Jane Yoo works in the Financial Services industry.
Jane Yoo Email Addresses
Jane Yoo Phone Numbers
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