“Follow your dreams. We’ll handle the rest.”
Joyce L. Franklin serves as a Partner and Senior Wealth Advisor at Mission Wealth. She manages client relationships, provides advice, and develops new business.
For more than 25 years, Joyce has helped people in the tech community successfully navigate the tradeoffs that come with being part of a thriving organization. Through this lens, her Startup Wealth podcast guides guests in discussions of the challenges and opportunities that arise before, during, and after an IPO or liquidity event.
Passionate about financial literacy and education, Joyce is also the author of “STARTUP WEALTH: The Entrepreneur’s Guide to Personal Financial Success and Long-Term Security,” a book that explores the Entrepreneur’s Wheel of Life, equity awards, stock options, and angel investing to help founders and their teams maximize personal wealth from day one until well after an IPO or acquisition, and “LIFE, LIQUIDITY & THE PURSUIT OF HAPPINESS: How to Maximize and Preserve Your Startup Wealth and Live Your Dreams,” a book for anyone working in a startup.
Learn About Joyce L. Franklin
Professional Background
An alumna of Deloitte and Ernst & Young, Joyce currently advises the tech community, human resources executives, and high net-worth individuals on comprehensive wealth planning issues.
Joyce has over 25 years of experience in personal financial and investment planning. In addition to being a CERTIFIED FINANCIAL PLANNER® professional, Joyce is a CPA with more than 30 years of tax experience.
Joyce holds a Graduate Certificate in Personal Financial Planning, with distinction, from UC Berkeley, a Master of Science in Taxation from San Francisco State University, and a Bachelor of Science in Commerce from the University of Virginia.
Personal Pursuits
Joyce lives in Marin County, California, with her husband, teenage son (when he’s home from college), and gray and white cat, Misty. She enjoys weight training, listening to podcasts, and exploring farmers' markets and opera in her free time.
Community Impact
Joyce is a member of the Financial Planning Association® (FPA®) of San Francisco and a former Board Member and Chairperson of the Public Relations Committee. She is also a Founding Member of the Financial Planning Professionals.
As a member of the Women on a Mission group, she is part of an array of female team members who offer the advice and guidance women need in this new age. We aim to support a future full of strong, independent women based on education, positivity, and empowerment.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.