I’m Jane Yoo, CFP®.
I’ve followed an intentional path to be ready to help you.
That listening without judgment is the key to earning your trust.
That money is about emotions as well as logic.
That investments are only one aspect of your financial plan.
That you should define success on your own terms.
That you deserve
who i work with
humble female superstars
You face competing priorities. You want to save for the future, but you also want to donate to your favorite causes. You want to save for your child’s college tuition, but you also might have to support an aging parent.
What’s certain is that we are the first generation that can’t rely on a company pension plan, and who knows what Social Security and Medicare will look like when we’re 67. And I welcome the challenge of helping you find a workable path to financial freedom.
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.