Financial Planning for you.
Every plan is different, but many of the people we serve are growing through one of three major financial chapters: managing concentrated wealth from a career in tech, building wealth through a business, or preparing for or living in retirement.
Make the most of equity compensation and high-income years.
Tech Employees
Tech careers pair tremendous opportunity with added complexity. We help you make smart decisions with stock options, RSUs, ESPPs, concentrated stock, taxes,
and cash flow so your income and equity can support your long-term goals.
How We Can Help:
RSU, ISO, NSO, and ESPP planning
Concentrated stock strategies
Cash flow and savings systems
Home purchase and liquidity planning
Noncash charitable giving strategies
Build personal wealth
from the business you’re growing.
Business Owners
Your business is one of your biggest financial assets. We integrate it into your personal financial plan. We help business owners coordinate cash flow, taxes, retirement plans, investments,
and long-term exit or succession planning.
How We Can Help:
Retirement plan design
Tax-aware income planning
Personal & business cash flow planning
Business succession or exit planning
Charitable & legacy planning
Retirees
Turn retirement savings into lasting confidence.
You’ve spent decades building wealth.
Now the challenge is turning your savings into a reliable income strategy while managing taxes, healthcare costs, market volatility, charitable giving, and the legacy you want to leave.
How We Can Help:
Investment management for retirement income
Social Security and Medicare decisions
Roth conversion analysis
Charitable giving strategies
Legacy and estate planning coordination
What Makes Redwood Money Different
As an independent financial advisor, my business looks different from the big banks or investment companies. That's good for me, and great for clients.
Access
Good advice shouldn't be limited to the few, so you don't have to be rich already for us to work together.
Transparency & Alignment
As a fee-only advisor I am only paid by clients, taking a fiduciary pledge to put their interests first.
Attention
No departments. No hold music. My client count is capped to ensure each plan gets my attention.
Technology-led
Leading technology improves your experience, reduces costs, and saves trees!
redwood money by the numbers
redwood money by the numbers
$250M
assets under advisement
10
states served
100+
client households
Our Team
Jeff Clark, CFP®
Founder, CEO
Jean-Paul Chen
Financial Advisor
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