I’m Jane Yoo, CFP®:
Fee-only, fiduciary, and independent financial advisor.

I believe:

In listening

without judgment.

That money is about numbers AND emotions.

In exploring your finances comprehensively (beyond investments).

That YOUR values and goals define “success.”

That you deserve
high-quality advice.

Why I work with

Superstar Women in Tech

Helping clients gain a sense of control over complex issues like stock options and taxes is fun. And I enjoy providing peace of mind as my clients’ lives evolve. Gen X and Millennial women face major transitions like job changes/promotions, IPO of their company, buying a house, or supporting parents. It’s gratifying to empower Superstar Women in Tech who have financial blind spots and want help taking care of their hard-earned money.

About me

Jane Yoo is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), and a member of the National Association of Personal Financial Advisors, XY Planning Network, the Alliance of Comprehensive Planners, and the Fee Only Network. She is based in Oakland, CA. Jane previously worked at Aspiriant, a leading independent wealth management firm. She worked with high net worth families, particularly corporate executives who needed help with their company stock options and RSUs. Jane also has professional experience at the Social Security Administration, and Vanguard.

Jane obtained an AB in Chemistry from Bryn Mawr College, and an MBA in Finance and Economics from the University of Chicago Booth School of Business. She is a proud aunt who is grateful that her sister, brother-in-law, and young nieces live nearby. Jane volunteers for Cat Town, a cat rescue group in Oakland that helps stressed, sick, and senior cats get ready for their forever homes. She enjoy Star Wars novels, comics, and animation. She incorporates mindfulness into her daily life. Most importantly, Jane has an adorable asthmatic cat named Zoe.

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