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Joyce Franklin

Founder & Lead Advisor

JLFranklin Wealth Planning

United States, California, San Francisco

About Me

With over 25 years of experience in the financial services industry, Joyce L. Franklin CPA, CFP® provides the leadership and direction for JLFranklin Wealth Planning. An alumna of Deloitte and Ernst & Young, Joyce currently advises employees and executives in the high tech and human resources industries on wealth management and planning issues. She designs, implements, and monitors investment plans that coordinate the goals, values and risk tolerance of each of her clients. Joyce holds graduate degrees in both Personal Financial Planning and Taxation. She was a Tax Supervisor at Big Four accounting firms and has sat on the boards of several financial planning oversight groups. Joyce is the a
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Profile Information

Founder & Lead Advisor

JLFranklin Wealth Planning

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

May 15, 2024

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