Ms. Jane Yoo, CFP®, MBA

Jane Financial, LLC

Contact Details

Jane Financial, LLC
360 Grand Ave
Oakland, CA 94610
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Primary: (415) 412-0842

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Jane Yoo is an Oakland, CA fee-only financial planner. Jane Financial provides comprehensive financial planning and investment management to Superstar Women in Tech who need help with their stock options and RSUs. The typical Jane Financial client is a high-performing Gen X or Millennial woman whose company has an imminent or recent IPO. Jane Yoo is based in Oakland and serves the wider Bay Area, including San Francisco, San Jose, and Berkeley. As a fee-only, fiduciary, and independent financial advisor, Jane Yoo is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jane Financial, LLC is a fee-only financial planning firm. I’m only paid by you, the client. I don’t make money from product commissions.

Unlike the vast majority of financial advisors, Jane Financial doesn't require a minimum portfolio. Instead, Jane Financial charges a flat financial planning fee based on the complexity of your financial situation. This fee starts at $12,000 per year and is charged on a quarterly basis.

Jane Yoo is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). Jane previously worked at Aspiriant, a leading independent wealth management firm, serving corporate executives who needed help with their company stock options and RSUs. Jane also has professional experience at the Social Security Administration, and Vanguard.

Jane obtained 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 aunt who is grateful that her sister, brother-in-law, and young nieces live nearby. Jane volunteers for Cat Town, a cat rescue group in Oakland that helps stressed, sick, and senior cats get ready for their forever homes. She enjoy Star Wars novels, comics, and animation. She incorporates mindfulness into her daily life. Most importantly, Jane has an adorable asthmatic cat named Zoe.

Professional Credentials/Designations

  • CFP®
  • MBA

Serving Clients Living In

  • CA

Engagements Offered

  • Open Retainers
  • Wealth Management


  • Bryn Mawr College


  • BA/Chemistry


  • University of Chicago Booth School of Business


  • MBA/Finance, Economics

Custodians Used

  • TD Ameritrade

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes

Professional Associations