Tom Lo, Financial Planner for Tech Professionals

Hi, I’m Tom Lo and I’m a CERTIFIED FINANCIAL PLANNER ® that specializes in helping tech professionals with ongoing financial planning and investment management.  I worked in tech for almost 20 years before making a career change into financial planning and I understand how hard it is to feel confident you’re making the right decisions with your RSUs and stock options.  My videos teach you how you can feel more confident you’re making the right decisions with your employee equity.

My financial planning firm, Vested Financial Planning, helps tech professionals who want ongoing financial planning and investment management.  If you’d like to chat about your specific situation, please book a free virtual consultation at vestedfinancialplanning.com.

The content on this channel is for educational purposes only--it is not to be taken as advice or recommendations. Consult your financial planner, tax professional, attorney, etc. for questions regarding your personal situation.