Jane E Khalaf

Jane E Khalaf

CFP®, CRPC®
430 Sherman Ave Suite 112 Palo Alto, CA 94306 call Jane E Khalaf at (650) 325-2096
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BACKGROUND
Growing up in Dallas, TX, I learned the value of community and always helping your neighbors. Volunteering as a teen to build homes in Juarez, Mexico for five years for families living in cardboard on the desert sand taught me everyone deserves to have a solid foundation. Studying in Nantes, France taught me to get comfortable being uncomfortable while appreciating and enjoying the diversity of our world. Living in New York City and working in finance during the financial crisis taught me how critically important it is to help others build a solid financial foundation to have a lasting impact across generations.

EXPERIENCE
As a veteran of financial services, I hold the Certified Financial Planner™ (CFP®)* and Chartered Retirement Planning Counselor (CRPC®) designations, in addition to my securities registrations and life insurance licenses; all of which allow me to help my clients overcome complexity and plan for a strong financial future.

PURPOSE
I'm passionate about helping you live life abundantly. In order to do this, it's important we invest the time together to clarify your financial goals and your starting point today.

PROCESS
We use a consultative process to identify where clients are now and where they want to go, and develop personalized strategies that help address unseen risks and optimize tax efficiency. I then partner with a network of professionals to help my clients make informed decisions and achieve what is most important to them.


*CERTIFIED FINANCIAL PLANNER™ (CFP®) - The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Socially Conscious Investing
  • Charitable Giving
  • Business Retirement Plans
  • Employee Stock Options

My Personal Interests

  • Architecture
  • Art & Theater
  • Baking
  • Spending Time with Family
  • Traveling

Office Information

Office Address

430 Sherman Ave Suite 112 Palo Alto, CA 94306

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

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