
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
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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