Jane Yoo Email & Phone Number

Jane Yoo

Founder & CEO at Jane Financial, LLC | San Francisco Bay Area

Jane Yoo Socials
About Jane Yoo

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.

Jane Yoo Work
1 experience icon

Founder & CEO at Jane Financial, LLC in April 2017 to Present

2 experience icon

Financial Planner at Aspiriant in September 2013 to March 2017

3 experience icon

Associate Wealth Manager at Waypoint Wealth Partners in September 2012 to May 2013

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Jane Yoo Skills

Tax Planning

Investments

Stock Option Planning

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About Jane Yoo's Current Company
Frequently Asked Questions about Jane Yoo

What 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

Email Jane Yoo at [email protected] and [email protected]. This email is the most updated Jane Yoo email found in 2026.

Jane Yoo Phone Numbers

Jane Yoo phone number is +14154120842 and +17732516171.
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