Is Vested Financial Planning a Good Fit for Me?

I provide you the most value if you’re a Gen X or Gen Y Silicon Valley tech professional who:

  • Wants a long-term, ongoing planning relationship for both your financial planning and investment management to achieve your financial goals
  • Owns employee equity (RSU, ISOs, NQSOs, ESPP), savings, investments, and retirement assets of $750,000 or more (excluding real estate)
  • Prefers to delegate your financial planning and investment management to a financial planning professional to give you the best chance to reach your financial goals

If this sounds like you

FAQs

Do you work with clients on an hourly or project basis?

I have found that I can add the most value for clients through a long-term, ongoing planning relationship which means I don’t work with clients on an hourly or project basis.

If you’re looking for a financial planner who works on an hourly or project basis, I recommend you look for one on the Garrett Planning Network.

Do you offer clients financial planning only without investment management?

No, I don’t offer financial planning only without investment management.  I believe that investment management is critical to achieving your financial goals.  When I manage your investments, I can maximize your likelihood of achieving your financial goals by making sure your investment strategy gets executed and optimized using best practices.

How are you different from other financial planners?

I specialize in working with Gen X and Gen Y Silicon Valley tech professionals with employee equity.  My deep expertise ensures that I can help you make the most of your employee equity so that you can achieve your financial goals.  I also worked as a Silicon Valley tech professional myself for twenty years at startups, Yahoo!, eBay, and Intuit so I understand the clear need for help with equity since I lived it myself.

Fee-only Services

We are paid directly by you and never receive commissions or referral fees

Independent

We recommend what’s best for you since we’re not part of a broker-dealer or bank

Fiduciary Promise

We’re legally bound to always work in your best financial interest

If this sounds like you

TOM LO, CFP®, MBA

Vested Financial Planning

 

San Carlos, CA 94070 

 tom@vestedfinancialplanning.com

Phone: (650) 315-7372

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