FINANCIAL INTERNATIONAL, INC.
- 1605 W Olympic Blvd #9057, Los Angeles, CA 90015
- (213) 487-0587
- February 27, 2026
Vested Financial Planning
Description
Helping *Gen X & Y tech professionals *Equity (ISOs, RSUs) & assets of $3M *Fee-only *Fiduciary *Independent *Vested Financial Planning, LLC has not provided any compensation for, and has not influenced the content of, the testimonials and endorsements shown. The testimonials and endorsements shown have been invited, have been selected from among all client feedback, have been shared with each individual’s permission, and are not necessarily representative of the experience of other clients and endorsers.
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Phone
Address
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Location
San Carlos, CA 94070
FAQ's
Faq's
What services does Vested Financial Planning offer?
- Vested Financial Planning offers
- Financial Consultant services
How can I contact Vested Financial Planning?
- You can contact the Vested Financial Planning at
- (650) 715-4454
Where is Vested Financial Planning located?
- The Vested Financial Planning is located at
- San Carlos, CA 94070
Is Vested Financial Planning verified on FindBiz Online?
Yes Vested Financial Planning is verified on FindBiz Online
Review
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Camran Nezhat
Tom was very kind and very informative. Because I was not the right fit, he guided me and gave me the names of several different firms that may be a good fit for me. I would highly recommend him.
Jim Bae
Having met with a number of financial planners about retirement planning, I am grateful that someone as honest, knowledgeable, and helpful as Tom Lo exists in this profession. Tom has superb listening skills with a kind and calm demeanor. He asks relevant, intelligent questions and is generous and precise with his expertise. Tom Lo is definitely the go-to person if one wants an honest, intelligent, competent and personable financial planner.
Betty Zong
I had a great experience meeting with Tom. While we ultimately weren’t the right long-term fit, he was incredibly generous with his time and expertise. He shared several helpful resources tailored to my financial situation and helped guide me toward a solution that made the most sense for me. I really appreciated how available and thoughtful he was throughout the process. Thanks again, Tom!
Megan Yee
I really enjoyed my initial 30-minute consultation with Tom. I appreciated his sincere interest in my financial situation and the thoughtful, detailed questions he asked. His insights helped me evaluate my risk tolerance and ensure it aligned with my long-term financial goals. I look forward to working with him again in the future.