Team

Under the leadership and counsel of Joyce Franklin, CPA, CFP®, JLFranklin Wealth Planning works with clients whose financial lives we can impact the most. We specialize in planning for stock options and other equity awards, helping our clients to meet their goals.

 

Joyce Franklin, CPA, CFP®

Founder and Senior Wealth Planner

Read More

 

Tarren Schaar, CFP®

Senior Wealth Planner

Read More

 

Ashley Rittershaus, CFP®

Associate Wealth Advisor

Read More

 

Dominic DiGiacomo, CFP®

Associate Wealth Advisor

Read More

 

Karen Sulkis

Writer and Editor

Read More

Preserving the Wealth of Successful High-Tech Community Members
×
Preserving the Wealth of Successful High-Tech Community Members
×
The BE WISE Planning Strategy
×
The BE WISE Planning Strategy
×