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Tom Lo
Vested Financial Planning
http://www.vestedfinancialplanning.com
Tom Lo
Location:San Carlos, CA, 94070
Experience:8+ years of experience
Minimum portfolio requirement
(including stock grants):
None
Credentials/Education: CFP: Certified Financial Planner
MBA: Master of Business Administration
Fee structure(s):Percentage of assets
Fixed Fee
Fee only
Services offered:Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Employment Negotiations
Education Funding
Equity Comp. Planning
Practice and Approach
I focus on helping Gen X and Y Silicon Valley tech professionals with equity as a fee-only financial planner in San Carlos, CA by serving their financial planning and investment management needs. My firm, Vested Financial Planning, enables clients to make the most of their employee equity (ISOs, RSUs, NQSOs, ESPP). I understand the needs of tech professionals because I worked in Silicon Valley for 20 years before making a career change into financial planning more than eight years ago.
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