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Introduction
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.
Contact Info
Address:
Serving Area
Oakland
California 94610
United States
Oakland
California 94610
United States
Tel:
(415) 412-0842
Website:
https://janefinancial.com
Offering
- financial planning
- investment advisory
- retirement planning
- tax and estate planning
- employee benefits optimization
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 10:00 am | 06:00 pm | ||||
| Tuesday | Open | 10:00 am | 06:00 pm | ||||
| Wednesday | Open | 10:00 am | 06:00 pm | ||||
| Thursday | Open | 10:00 am | 06:00 pm | ||||
| Friday | Open | 10:00 am | 06:00 pm | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
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