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:
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