JLFranklin Wealth Planning 369-B 3rd Street, San Rafael, CA 94901

JLFranklin Wealth Planning is a finance institution located at 369-B 3rd Street in San Rafael, California, United States. As independent, fee-only financial planners, we have been helping clients at all career stages preserve and protect wealth, mitigate taxes, care for their families, and pursue their dreams for over two decades. Our dual expertise in tax matters and financial planning allows us to take a holistic view to develop customized client solutions.

The Startup Wealth Podcast, hosted by JLFranklin Wealth Planning, is designed for people who work in startups or in companies with a startup attitude. We understand that staying on top of wealth management goals can be time-consuming, which is why we provide personalized guidance, planning, and detailed oversight to free you up to live your life.

Our founder, Joyce Franklin, is a sought-after author and resource for those seeking a voice of reason amidst economic hype. We design portfolios using evidence-backed investment strategies that show more trades do not necessarily translate into higher returns or more value. In interviews with entrepreneurs, tech executives, and advisors, you will hear fascinating stories and actionable advice on how to best protect and grow your assets.

If you are looking to outsource the details of your financial life to competent, caring professionals, JLFranklin Wealth Planning may be a good fit for you.