JLFranklin Wealth Planning
Joyce L. Franklin and JLFranklin Wealth Planning are now part of Mission Wealth
The addition of Joyce and her dedicated team of Tarren Schaar and Lizet Ramirez from JLFranklin Wealth Planning further solidifies Mission Wealth's presence in the San Francisco Bay Area and enhances its reputation for working with many of tech’s successful leaders and individual contributors.
Until its merger with Mission Wealth on October 28, 2024, JLFranklin Wealth Planning stood out as a premier boutique financial advisory firm founded by Joyce L. Franklin CPA, CFP®, with over $235 million in assets under management.
Joyce and her team have advised Googlers and others in tech for more than two decades, and their expertise in tax planning, as well as planning for RSUs and equity awards, helps busy professionals achieve their goals and live their dreams. With this merger, clients have access to an experienced team of subject matter experts in investments, estate planning, operations, and more. These resources will not only improve the service offerings, but they will also better enable Joyce and her team to meet client needs and concerns in the future.
What would your life be like if you had a Personal CFO?
We provide comprehensive, individualized tax and financial planning advice and guidance in a process that’s supportive and painless. Let us worry about the day-to-day details of your financial life while you pursue your passions.Contact Information and Locations
Please contact Joyce, Tarren, and Lizet using the updated contact information below.
Joyce L. Franklin CPA, CFP®
Partner and Senior Wealth Advisor
Phone: (415) 610-7786
jfranklin@nullmissionwealth.com
Tarren Schaar, CFP®
Wealth Advisor
Phone: (415) 636-9279
tschaar@nullmissionwealth.com
Lizet Ramirez
Senior Client Service Representative
Phone: (415) 925-3400
lramirez@nullmissionwealth.com
Get Started
Ready to stop wondering and take action?Those who benefit the most from Mission Wealth’s services have assets of at least $1 million, excluding their home—or expect to have that amount within the next year.
The first step is an initial meeting to review your assets, discuss your goals, and answer general questions about our process.
Please contact us by email using the button below.