Financial Planning for GEN X & Gen Y Silicon Valley Tech Professionals

Make the most out of your employee equity so you can get the most out of your life

FINANCIAL PLANNING

INVESTMENT MANAGEMENT

Are You Vested?

Financial planning services for your employee equity & beyond

Ongoing Financial Planning

It’s about the lifestyle and planning for what you really want most

Investment Management

We invest for you to achieve the lifestyle you dream of

Meet Tom

Where to start with Vested Financial Planning

Understanding your employee equity doesn't have to be hard

 

Get the free guide:

The Quick & Easy Guide to Understanding Your Employee Equity

You’ve earned it. Start using your equity to really get ahead.

 

Build Your Dreams

Just a few easy steps get you started

Book a Call

Build Your Plan

Financial Planning Silicon Valley

Achieve Your Goals

Get to know your options and when to take them

We believe making the most of your employee equity is the key to reaching your financial goals and getting the most out of life.

Vested Financial Planning, a fee-only financial planning firm in San Carlos, CA, serves clients locally and throughout Silicon Valley.  The firm is led by 20-year Silicon Valley veteran, Tom Lo. With nine years in the financial planning world, our fee-only services are designed to help you reach your goals and work towards a future you’ll love.

Buying a house, saving for college, taking time to enjoy life with friends and family – it’s all possible if you understand your options.

TOM LO, CFP®, MBA

Vested Financial Planning

 

San Carlos, CA 94070 

 tom@vestedfinancialplanning.com

Phone: (650) 315-7372

DISCLOSURE: The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Vested Financial Planning, LLC (referred to as "VFP") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose.  VFP does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall VFP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if VFP or a VFP authorized representative has been advised of the possibility of such damages. In no event shall Vested Financial Planning, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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