Susan N.
4/1/2025
Tom was excellent! He helped me out significantly with a 30 minute appointment to see if he and I were a good fit. Because of particulars of my case, we were not a good fit, but he recommended...
Vested Financial Planning
Closed
(40)
Photos
San Carlos, CA 94070
Vested Financial Planning, based in San Carlos, CA, specializes in providing financial planning services tailored for tech professionals. The firm focuses on helping clients confidently navigate their employee equity decisions to achieve their desired lifestyle and financial goals.
With offerings that include ongoing financial planning and investment management, Vested Financial Planning aims to empower clients to utilize their equity effectively. The firm emphasizes an understanding of employee equity through accessible resources and personalized guidance.
Generated from the website
Reviews
5.040 reviews
Amy L.
12/17/2024
My husband and I had a great 30-minute session with Tom. He was very thorough in understanding our situation and assessing what next steps are based on our goals. As someone who isn't particularly...
Lisa Z.
2/4/2025
Although I will not be working with Tom, I appreciated the time he took to get to know my situation and the wonderful referrals that he gave me for financial planners that will be a better fit.
Francois T.
4/5/2023
TL;DR - You wont be disappointed scheduling time with Tom for financial advice and investing. Tom really creates a great atmosphere to ask any questions you may have. Highly recommend. I was...
Matt S.
12/22/2024
Tom has helped guide me and my partner through several major life events, from a company IPO to buying a house and estate planning. Moreover, he expertly managed our investments and gave us...
See a problem?
