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Our Team
Joyce Franklin 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. Joyce lives in Marin with her husband and young son. In her free time she enjoys swimming and opera.

Read articles with quotes and contributions by Ms. Franklin.

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

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 Tarren Schaar, CFP®
Financial Planner

Qualifications and Experience
Tarren Schaar joined JLFranklin Wealth Planning in 2008. He provides both investment management and financial planning services for clients. As part of his financial planning responsibilities, Tarren creates and analyzes financial plans, including client cash flow on an after-tax basis. As a value-added service to clients, Tarren tracks and monitors client stock option and equity award activity in order to clarify cash flow and tax liability.

His investment duties include monitoring and rebalancing portfolios, implementing asset allocations, reviewing portfolios for tax planning opportunities, and preparing performance reports and reconciliations. In addition to his primary duties, Tarren also performs investment research and other projects.

Tarren has completed the Professional Sequence in Personal Financial Planning program at the University of California. He holds both a Bachelor of Science and a Bachelor of Art from U.C. Santa Barbara and is a member of the Financial Planning Association® (FPA®). A native of the Bay Area, Tarren currently resides in San Francisco. In his free time, he enjoys venturing outdoors, exploring various art venues, and relaxing with family and friends.

Yoshi Gillaspie Yoshi Gillaspie
Assistant

Qualifications and Experience
Yoshi Gillaspie works under the direct supervision of the firm's Senior Financial Planner. Yoshi is responsible for document management, report assembly, and presentation materials. Additionally, he assists with various analytical projects and the execution of the firmís business development strategy.

Prior to joining JLFranklin Wealth Planning, Yoshi interned at several financial services firms. He received a Bachelor of Arts in Economics with a Minor in Mathematics from U.C. San Diego. A Marin County native, Yoshi graduated from Sir Francis Drake High School as the salutatorian of his class. He spends his free time traveling the world, most recently volunteering in Southeast Asia.

Nicole Bauthier Nicole Bauthier
Administrative Intern

Qualifications and Experience
Nicole Bauthier assists with client service and general office administration tasks. She helps clients with requests, including asset transfers and account updates, and supports the firm's principal with business development projects.

Before joining the firm, Nicole earned many local and national awards. She is an ABC7 News Bay Area Top Scholar, a first place winner in the Bank of America Fine Arts Scholarship Competition, a National Merit Commended Scholar, and an A.P. Scholar with Distinction. Closer to home, she graduated from Terra Linda High School in San Rafael with the Mathematics Department award, highest honors in choir, and the Initiative in Leadership award.

Nicole attends Pomona College, where she is pursuing a double major in Economics and English. In her free time, she plays varsity volleyball and golf for the Pomona-Pitzer Sagehens, and enjoys singing and practicing the piano.

Clients

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

 

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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