Our Team

Joyce Franklin, CPA, CFP® Principal Qualifications and Experience Joyce L. Franklin provides the leadership and direction for JLFranklin Wealth Planning. Joyce has almost 20 years of experience in the personal financial and investment planning profession. She is also a CPA with 25 years of accounting experience.

An alumna of Deloitte and Ernst & Young, she currently advises high net-worth individuals, corporate employees, and small business owners on tax and financial planning issues.

Joyce holds a Graduate Certificate in Personal Financial Planning, with distinction, from the University of California, a Master of Science in Taxation from San Francisco State University, and a Bachelor of Science in Commerce from the University of Virginia.

Media Activities

• Expert commentary for The San Francisco Chronicle, The Wall Street Journal, CBS MarketWatch, CNN Money, Dow Jones Newswire, The USA Today, California CPA, The New York Times, and Women's Day
• Television appearances include TechTV, Quicken.com's Money Report, and KRON Channel 4
• Contributing author of Handbook for Attorneys, Accountants and Financial Advisors, Fourth Addition, 2004
• Contributing writer for Active Index Investing by Steven Schoenfeld, John Wiley & Sons, Inc., 2004
• Speaking engagements include the Marin County Bar Association Probate and Trust Section
• Author of a daily financial planning column on TipWorld.com, a division of Topica, readership over 26,000 (March 1999 to April 2001)
• Guest expert for Yahoo! Finance Vision
• Guest expert for Quote.com's "Conquering Your Personal Finances" series
• Guest on "Ask the Tax Expert," a program in KALW radio's "Your Legal Rights" series
• Author of financial articles for the website of a large San Francisco-based brokerage company

Read articles with quotes and contributions by Ms. Franklin.

Professional Organizations and Volunteer Activities

• Financial Planning Professionals, Founding Member
• Marin Community Foundation Professional Advisors Committee, Member
• Financial Planning Association (FPA) of San Francisco, Member; Former Board Member and Chairperson of the Public Relations Committee
• National Association of Personal Financial Advisors (NAPFA), Member
• American Institute of Certified Public Accountants (AICPA), Member
• State Committee on Personal Financial Planning, California Society of Certified Public Accountants, former Board Member

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Tarren Schaar Associate Financial Planner Qualifications and Experience Tarren Schaar provides both investment management and financial planning services for clients of JLFranklin Wealth Planning. As part of his financial planning responsibilities, Tarren creates and updates financial plans and analyzes client cash flow on an after-tax basis.

His investment duties include assessing and rebalancing portfolios, implementing asset allocations, reviewing portfolios for tax planning opportunities, and assisting in quarterly performance reporting and reconciliation. In addition to his primary duties, Tarren also performs research for various firm projects.

For five years prior to joining the firm, Tarren worked as an associate city planner in Mill Valley and Tracy, California, where he managed a variety of private property development projects. He guided development proposals through the challenging entitlement process that frequently involved city council meetings and public hearings.

Tarren is currently completing coursework in the U.C. Berkeley Personal Financial Planning Program, and he expects to graduate in June 2011. He expects to sit for the CFP exam the same year. Tarren holds both a Bachelor of Science and a Bachelor of Art from U.C. Santa Barbara.

Danielle Herrerias Director of Operations Qualifications and Experience Handling both client service and office administration functions, Danielle Herrerias is your first-line contact at JLFranklin Wealth Planning. She assists clients by establishing new accounts, managing the asset transfer process, updating existing accounts, and performing research.

Additionally, Danielle is responsible for file management, report assembly, and presentation materials, along with other general administrative duties.

Prior to joining the firm, Danielle spent 15 years in the real estate and mortgage banking industries. She was a vice president at Bank of America, assistant vice president at North American Mortgage Corp., and a project manager at KG Land. More recently, she managed the offices of several executive search firms.

Danielle has a Bachelor of Arts degree from Stanford University and a Masters degree from Harvards Kennedy School of Government.

Clients

Our clients include current and former employees of the following organizations:

Autodesk Blue Shield of California Carmel Software Charles Schwab Cisco City and County of San Francisco The Clorox Company Computer Associates Digital Realty Trust Fairchild Semiconductor Federal Home Loan Bank Gap, Inc.

Google Intel Integro Levi Strauss Oracle PMI Safeway Visa International Vodafone Williams-Sonoma Yahoo!

Affiliations

JLFranklin periodically enters into arrangements with other financial planning professionals for the joint provision of services to clients.

Contact Us

JLFranklin Wealth Planning
900 Larkspur Landing Circle, Suite 185
Larkspur, CA 94939-1756
Telephone: (415) 925-3400
Fax: (415) 925-3401
E-mail: info@JLFwealth.com

Directions to Our Office

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Please note that any information you provide is for internal use only and will not be shared with any other organization or individual.

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