Vested Financial Planning
(13 Reviews)
Financial Planning for Gen X Silicon Valley Tech Professionals. Work with CFP® Tom Lo, in San Carlos, Menlo Park and Redwood City, CA. Specializing in Employee Equity, Investment Management and Ongoing Financial Planning Services.
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Highlights
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In Business Since 2018
Services Offered
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Services Overview
- Ongoing Financial Planning
- Investment Management
- Tech Companies
Sentiment Analysis
Even though I wasn't within his target customer base, Tom took the time to explain what my next steps should be and referred me to a planner that is more suited to my situation in my area.
He gave me guidance and asked me questions to help me think about my personal situation and what was best for me.
Tom is very helpful and is a wealth of resource for financial planning!
Even though Tom was not a fit for my specific financial scenario, he was able to give some helpful suggestions to narrow my search down for the right financial advisor I am looking for.
Tom gave me the great advices for the specific questions I had.
Tom helped me to figure out my equity and he was very patient explaining me all the concepts and providing me with all the information I need to take a decision.
Though his firm wasn't the right fit for my needs for issues outside of either of our control, he was generous with his time, smart and insightful.
Knowledgeable and very helpful
I called several people for financial planning guidance and Tom Lo was the most helpful person I spoke to.
Tom had great advice for my stock options!
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