About Us

As a CERTIFIED FINANCIAL PLANNER ® with 28 years experience in the financial services area Jeff Yoakum is a valuable resource for his clients as he works to facilitate the development of clients’ financial values and goals. Jeff is responsible for providing wealth planning strategies to individuals and families.

Community outreach includes: former President of the Financial Planning Forum; I have served on the Board of Directors of the Community of Music and Arts in Mountain View. In addition, I co-chaired the Leave a Legacy Program assisting over 45 local non profits in developing Planned Giving or endowment building.

Currently serving…

  • Palo Alto, CA

  • Menlo Park, CA

  • Santa Clara, CA

  • San Jose, CA

  • Saratoga, CA

  • San Francisco, CA

  • Half-moon Bay, CA

  • San Bruno, CA

  • Portola Valley, CA

  • Berkeley, CA

  • Marin, CA