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 vested employee equity (RSUs, ISOs, NSOs, ESPP), savings, investments, and retirement assets that total $1,000,000 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
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.
We are paid directly by you and never receive commissions or referral fees
We recommend what’s best for you since we’re not part of a broker-dealer or bank
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
Phone: (650) 315-7372
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