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:
Optimize their RSUs and stock options
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 almost 20 years working for companies including eBay, Yahoo!, Intuit, and startups, I made a career change
My dream is to help other Silicon Valley tech professionals make better choices for their future.
From optimizing RSUs and stock options 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?
Business
eBay
Yahoo!
Intuit
Startups
Aspiriant Wealth Manager
Education
BA, Stanford University
MBA, Darden School of Business, University of Virginia.
Certified Financial Planner™ professional
Fun facts:
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:
- 888 Ristorante Italiano in San Carlos
- Rainbow Pizza in San Mateo
- Back A Yard Caribbean Grill in Menlo Park
- Sunny Bowl in Mountain View
Favorite podcasts:
- This American Life
- Freakonomics Radio
- Radiolab
The Vested Difference:
Fee Only
We never make commissions. This guarantees our fiduciary commitment to working in your best financial interest
Independent
We recommend what’s best for you since we’re not part of a broker-dealer or bank
Comprehensive Financial Plans
Our attention to every area of your financial life builds a holistic plan that ensures your success
Get clarity about your RSUs and stock options and start taking advantage of its true power.
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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