2024 Scholarship winnersRobert Paylor and BOD
(925) 778-1165 eastbayfpa@gmail.com

Date(s) - October 26, 2022
2:00 pm - 3:30 pm


“Financial Planning Tips for Clients with Equity Compensation”

Equity compensation is one of the most valuable and misunderstood employee benefits. This event is aimed to help financial advisors working with equity compensation create a process for analyzing these holdings, illustrating strategies, and making recommendations.

Jane Yoo, CEO of Jane Financial, is an Oakland native who specializes in working with Superstar Women in Tech who need help with their stock options and RSUs.