Is Vested Financial Planning a Good Fit for Me?

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Are you 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 $2,000,000 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, schedule your call today!

 

To protect our high level of service for our clients, we limit ourselves to bringing on only one new client household per quarter. 

 


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

DISCLOSURE: Vested Financial Planning, LLC (“VFP”) is an SEC registered investment advisor. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by VFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of VFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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