Jane Yoo is a CFP-designated registered investment advisor at Jane Financial, LLC, based in Oakland, CA, with 9 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, High Net Worth, and 6 more. Their firm serves 7 clients with $15M in assets under management.
Compensation
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Fee Structure
Jane Financial provides investment advice through third-party money managers. The fees for the outside manager are included in Jane Financial's fixed annual fee for comprehensive financial planning and investment advisory services. Clients using GeoWealth's Customized Index Portfolio pay an additional 0.20% of assets annually, paid directly to GeoWealth. Legacy clients may pay separately for these fees.
Contact
Jane Yoo
Location
Oakland, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jane Financial, LLC
Previous Registrations
Aspiriant, LLC
Waypoint Wealth Partners
State Registrations2 states
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Additional Information
Jane Yoo (she/her) is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). Jane previously worked at Aspiriant, a leading independent wealth management firm, where she worked with high-net-worth families, particularly executives who needed help with company stock options and RSUs. Jane also has professional experience at the Social Security Administration and Vanguard.Jane earned an AB in Chemistry from Bryn Mawr College and an MBA in Finance and Economics from the University of Chicago Booth School of Business. She is a proud auntie of two nieces and dotes on her asthmatic cat named Zoe.