We’re Invested in Your Future
You’re at the top of your field and innovating solutions for the rest of the world. Your financial planning should be just as innovative.
Helping Gen X & Gen Y Silicon Valley TECH professionals:
Get the most out of their employee equity
Buy a home
Save for children’s college
Achieve financial independence
Negotiate a better compensation package
Cut their commute
Get more out of their income
Enjoy life more
Your employee equity is the key to opening the door to a world of options
We believe everyone should benefit from their hard work. Working and living in Silicon Valley presents a unique set of challenges, but it’s nothing that can’t be conquered.
Meet Tom, CFP®, MBA
There’s no better place to live and work than right here in Silicon Valley. The fast pace of growth and change is invigorating.
Like you, I’ve struggled with the unique challenges of buying a home, getting ahead in my career, and saving for college. Weighing the options of a commute vs. more square footage is not an easy choice. I’ve wondered how far my income would stretch if my family and I lived anywhere else in the country.
But at the end of the day, I wouldn’t trade it. Just like you haven’t.
After 20 years working for companies including eBay, Yahoo!, Intuit, and startups, I made a career change
My dream is to help other Silicon Valley professionals make better choices for their future.
From planning and maximizing employee equity to building comprehensive financial plans, I love being a part of the transformation that happens when you finally get a plan in place and start achieving your goals.
Ready to reduce your risk and live a full life?
Aspiriant Wealth Manager
BA, Stanford University
MBA, Darden School of Business, University of Virginia.
Certified Financial Planner™ professional
Born and raised in a small town in Tennessee best known as the “Wind Tunnel Capital of the World”
Lived and taught English to college students in China for two years
Named the family cat “Brown Cat” because we let our four-year old son pick the name
You’ll often find me:
- Volunteering or coaching our two sons’ sports teams, which include soccer, baseball, basketball, and running.
- Hanging out with my wonderful wife and two boys.
Great food in Silicon Valley:
- Rainbow Pizza in San Mateo
- Back A Yard Caribbean Grill in Menlo Park
- Sunny Bowl in Mountain View
- Cho’s in Los Altos
- This American Life
- Freakonomics Radio
The Vested Difference:
We never make commissions. This guarantees our fiduciary commitment to working in your best financial interest
No Investment Minimums
Many firms require investable assets of at least $1 million. We’re the firm that will get you there
Comprehensive Financial Plans
Our attention to every area of your financial life builds a holistic plan that ensures your success
Get clarity about your employee equity and start taking advantage of its true power.
TOM LO, CFP®, MBA
Vested Financial Planning
San Carlos, CA 94070
Phone: (650) 315-7372
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