About Vested financial planning
Vested Financial Planning: Your Trusted Partner for Financial Planning Services
Are you looking for a reliable financial planning service provider in San Carlos, Menlo Park, or Redwood City, CA? Look no further than Vested Financial Planning. Our team of experienced and professional Certified Financial Planners (CFP®) is dedicated to helping Gen X Silicon Valley employees achieve their financial goals through personalized and comprehensive financial planning services.
At Vested Financial Planning, we understand that every individual has unique financial needs and goals. That's why we offer customized solutions tailored to your specific situation. Whether you're looking to manage your employee equity, invest wisely, or plan for your future retirement, our team is here to help.
Our founder Tom Lo is a seasoned CFP® with over 20 years of experience in the industry. He has helped numerous clients navigate complex financial situations and achieve their long-term objectives. With his expertise and guidance, you can rest assured that your finances are in good hands.
We specialize in employee equity management services that help you make the most of your stock options and restricted stock units (RSUs). Our team will work closely with you to develop a strategy that maximizes the value of these assets while minimizing tax liabilities.
In addition to employee equity management services, we also offer investment management solutions designed to help grow your wealth over time. We take a holistic approach to investing by considering factors such as risk tolerance, time horizon, and overall financial objectives when developing an investment strategy.
At Vested Financial Planning, we believe that ongoing support is essential for achieving long-term success. That's why we provide ongoing financial planning services designed to keep you on track towards achieving your goals. We'll regularly review your portfolio performance and adjust our strategies as needed based on changing market conditions or life events.
Our commitment doesn't end there – we also provide educational resources designed to empower our clients with knowledge about personal finance topics such as retirement planning, tax planning, and estate planning. We believe that informed clients are better equipped to make sound financial decisions that align with their long-term goals.
In conclusion, Vested Financial Planning is your trusted partner for comprehensive financial planning services in San Carlos, Menlo Park, and Redwood City, CA. With our team of experienced CFP® professionals and personalized approach to financial planning, you can rest assured that your finances are in good hands. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.