Vested Financial Planning
| Company | : | Vested Financial Planning |
|---|---|---|
| Category | : | Financial planner |
| Address | : | 1 650-315-7372 |
| Phone | : | |
| Web | : |
About Company
Vested Financial Planning is a Financial planner located at 1 650-315-7372.
Specialties * Gen X and Gen Y Silicon Valley tech professionals * Employee equity (ISOs, NSOs, RSUs, ESPP) * $2M assets of vested equity, investments, retirement * Fee-only * Fiduciary *Independent After 20 years working for companies including eBay, Yahoo!, Intuit, and startups, I made a career change into the financial world as a fee-only financial planner more than ten years ago. I earned my CFP®, spent a few years at a boutique fee-only firm in San Jose, worked 2 1/2 years at a leading wealth management firm in San Francisco, and then built my own firm to serve Silicon Valley tech professionals. I earned my BA at Stanford University and my MBA at the Darden Graduate School of Business at the University of Virginia.