Joyce Franklin, CFP®

From Big 4 to founder to national firm partner, Joyce Franklin understands wealth management from every angle.

After building her own wealth management firm, Joyce’s firm was acquired by a national firm. Joyce now enjoys giving back as a conference speaker, panel moderator and public advocate for thoughtful financial education and communication.

Much of what Joyce learned from her tech clients gave her the expertise to write two books, Startup Wealth: The Entrepreneur’s Guide to Personal Financial Success and Long-Term Security and Life, Liquidity & the Pursuit of Happiness: How to Maximize and Preserve Your Startup Wealth and Live Your Dreams. In addition to writing articles, she has been quoted by The San Francisco Chronicle, The Wall Street Journal, The New York Times and more.

Joyce holds a B.S. from the University of Virginia and graduate degrees in both Personal Financial Planning and Taxation.