Team

Under the leadership and counsel of Joyce Franklin, CPA, CFP®, JLFranklin Wealth Planning works with clients whose financial lives we can impact the most. We specialize in planning for stock options and other equity awards, helping our clients to meet their goals.

 

Joyce Franklin, CPA, CFP®

Founder and Senior Wealth Planner

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Tarren Schaar, CFP®

Senior Wealth Planner

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Karen Sulkis

Writer and Editor

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Brenda Borgonovo

Client Service Coordinator

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Sophie Leporte

Intern

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Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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