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Jane Financial, LLC

Oakland, California, 94610

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Contact Information

Company Name
Jane Financial, LLC
Online Social Profiles
Phone Number
See Phone Number
Location
Oakland, California, 94610
United States

Company Details

Year Established
2017
  • Hours of Operation
  • Monday
    10:00 AM-6:00 PM
    Tuesday
    10:00 AM-6:00 PM
    Wednesday
    10:00 AM-6:00 PM
    Thursday
    10:00 AM-6:00 PM
    Friday
    10:00 AM-6:00 PM
    Saturday
    Closed
    Sunday
    Closed
  • About Jane Financial, LLC

    Description:

    Jane Financial LLC is a fee-only fiduciary financial advisor for women in tech with imminent or recent IPOs. Based in Oakland, CA, the firm offers comprehensive financial planning and investment management to high-performing women in the Bay Area. As a fee-only fiduciary, Jane is never paid commissions and provides unbiased and trustworthy advice. The firm charges a flat fee for financial planning based on the complexity of your situation, with no minimum portfolio required.


    List of Services:

    financial planning

    investment advisory

    retirement planning

    tax and estate planning

    employee benefits optimization 


    Number of Employee:

    1


    For more information, please contact us with the following details:


    Contact Email:

    jane@janefinancial.com