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.

MW and JL Franklin

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.

Read the press release.

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Contact Information and Locations

Please contact Joyce, Tarren, and Lizet using the updated contact information below.
Joyce Headshot Image Circle

Joyce L. Franklin CPA, CFP®
Partner and Senior Wealth Advisor
Phone: (415) 610-7786
jfranklin@nullmissionwealth.com

Tarren v2 Headshot Image Circle

Tarren Schaar, CFP®
Wealth Advisor
Phone: (415) 636-9279
tschaar@nullmissionwealth.com

Lizet Headshot Image Circle

Lizet Ramirez
Senior Client Service Representative
Phone: (415) 925-3400
lramirez@nullmissionwealth.com

We are meeting with clients in San Francisco, Larkspur, Palo Alto, and on Zoom.

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