Financial Planning for Googlers
Get the resources you need and expert insights from financial professionals who specialize in helping Google employees make the most of your compensation and benefits.
Joyce L. Franklin & 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 the tech industry’s most successful leaders and individual contributors.
We are meeting with clients in San Francisco, Larkspur, Palo Alto, and on Zoom.
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, tax and 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.
A Growing Team With More Resources
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Those who benefit the most from our comprehensive wealth planning have at least $2 million in investable assets. The first step is an initial meeting to review your assets, discuss your goals, and answer general questions about our process.
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Kyle Buffo, CFP®
Client Development Advisor
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By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to our privacy policy and disclaimers. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.
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