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
Are You Vested?
Financial planning services for your employee equity & beyond
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
Achieve Your Goals
Get to know your options and when to take them
Many firms require you to already have at least $1 million of investable assets before they’ll work with you.
Vested Financial Planning works with you to build your wealth, even if you don’t have much to start with.
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 seven 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
Phone: (650) 315-7372
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