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Tom Lo, CFP®, MBA

Tom Lo, CFP®, MBA

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Principal @ Financial Planner Helping Silicon Valley Tech Professionals Feel Confident You're Making the Right Decisions with Your RSUs
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Education

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Stanford University

BA, American Studies 1985-01-01 - 1989-01-01
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University of Virginia Darden School of Business

MBA, 1994-01-01 - 1996-01-01

Work Experience

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Vested Financial Planning

Current

Vested Financial Planning

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Aspiriant

2015-10-01 - 2018-03-01

Aspiriant

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Fluent Wealth Partners

2011-07-01 - 2015-10-01

Fluent Wealth Partners

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Intuit

2014-01-01 - 2015-09-01

Intuit

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Financial Engines

2012-11-01 - 2013-11-01

Financial Engines

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PayPal

2010-10-01 - 2012-11-01

PayPal

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MicroPlace, an eBay company

2007-07-01 - 2010-09-01

MicroPlace, an eBay company

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eBay

2004-11-01 - 2007-06-01

eBay

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Yahoo

2000-05-01 - 2004-11-01

Yahoo

Skills

Marketing Strategy Digital Marketing Positioning Promotions Social Media Marketing Email Marketing Branding & Identity Public Relations Strategic Partnerships

Summary

I serve the specific financial planning needs of Gen X and Gen Y Silicon Valley tech professionals with equity. I’ll help you address your planning needs that are unique to your career and the Bay Area, which may include making the most of your employee equity (RSUs, ISOs, NQSOs, ESPP), buying a home, saving for your children’s education, or figuring out how to achieve financial independence. I understand these needs because I worked in Silicon Valley for 20 years at companies including eBay, Yahoo!, Intuit, and startups. I’ve personally experienced the clear need for professional help in achieving your financial goals. In addition, Vested Financial Planning is a fee-only firm that abides by a fiduciary standard. Fee-only means that I am only paid by you, the client. I don’t get paid through commissions, referral fees or in any other way which minimizes any potential conflicts of interest. Also, I abide by a fiduciary standard which means that Vested Financial Planning is ethically and legally bound to act in your best interest. Visit our website at the link below to schedule a free initial consultation and let me show you how I can help you achieve your financial goals. • NOTICE: As a CA registered investment advisory firm, Vested Financial Planning is restricted from using any form of testimonial relating to our investment advisory services. I appreciate your acknowledgements, but LinkedIn recommendations/endorsements are viewed as a testimonial by CA. This policy requires that I hide any recommendations or endorsements

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