JLFranklin Wealth Planning
Joyce L. Franklin and JLFranklin Wealth Planning have merged with Mission Wealth!
The addition of Joyce L. Franklin and the dedicated team from JLFranklin Wealth Planning further solidifies Mission Wealth's presence in the San Francisco Bay Area and enhances its suite of financial services.
Mission Wealth Welcomes Joyce L. Franklin, Tarren Schaar, and Lizet Ramirez
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
Mission Wealth Announces Merger with JLFranklin Wealth Planning
San Rafael, CA - October 28, 2024 - Mission Wealth Management, LP announced a merger with JLFranklin Wealth Planning, a premier financial advisory firm founded by Joyce L. Franklin with over $235 million in assets under management. This merger marks the third partnership for Mission Wealth in 2024 and further solidifies its presence in the San Francisco Bay Area. Mission Wealth is thrilled to add Joyce as the firm’s 39th equity partner, welcoming her extensive experience and passion for client service.
