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Jennifer Dazols, CFP®

Financial Planning for Tech and Self-Employed Professionals

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Contact Me
Modern Family Finance Jennifer Dazols, CFP® (She/Her)
Oakland, CA

Serving Clients Nationwide

Financial Planning for Tech and Self-Employed Professionals

415-295-6206

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • LGBTQ Couples
  • Retirement Planning
  • Taxes
  • Women & Wealth

About Me

Jennifer Dazols is on a mission to transform the way we think about money and work.

Jenni specializes in working with Women and LGBTQ professionals in their 30s, 40s and 50s who want to forge their own path in work and life.

Jenni comes from 15+ year career in tech, most recently as a director at a Fortune 500 company in Silicon Valley. She is a CERTIFIED FINANCIAL PLANNER ™ and a member of NAPFA (National Association of Personal Finance Advisors) and the FPA (Financial Planning Association). She has a B.A. in Economics from Washington University in St. Louis and a certificate in Financial Planning from Boston University.

Jenni was named “Hero of the 500s” by Fortune Magazine for her community contributions. In 2015, Jenni and her wife Lisa produced the documentary film Out & Around, where they traveled to 15 countries to interview the leaders in the global movement for equality. In 2020, Jenni and Lisa founded the Asia Rainbow Ride, an annual three day charity bike ride in Taiwan that raises money for LGBT freedoms in Asia. Their TED talk “This is what LGBT Life is like around the World” has over 3 million views.

Jenni and Lisa have two children, Charlie and Jesse. Their favorite family activities are globetrotting, bicycling, and pancake mornings.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

1999 Harrison St Suite 1800 Oakland, CA 94612

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. The goal of this conversation is to find out if we’re a good match and see how we could help. We aim for you to walk away from the call with at least one new idea to improve your financial health.

Offers Investment Management

Yes

About our Firm

In an age where the most educated and privileged Americans are working more hours than ever and financial security feels perilous even for high-earners, so many of us feel constrained by the need to “make a living.”

But what if it doesn’t need to be this way?

What if this financial fear is just a reaction out of a misguided survival instinct that is leading us to trade in our capacity to express our best gifts for the sake of safety, status and consumption?

What if there was a way to provide for our families and live in wealth while still having the freedom to choose how we work and spend our time?

The answer lies in getting extremely intentional with your money. For us, this was the key to developing the emotional and financial confidence to pursue a life that we want to live.

Now, we support others to do the same.

We integrate financial planning, investment management and coaching for LGBTQ+ households and other modern families.

✅ FINANCIAL PLANNING FOR WOMEN: We need our money to last longer. Yet women earn less, invest more conservatively and feel more stressed about money than men. Let’s change the statistics.

✅ FINANCIAL PLANNING FOR LGBTQ+: How we define our relationships. How we build families. Where we choose to live. Who we can and can’t depend on for support. Our practice specializes in the unique needs of our community.

✅ TECH EMPLOYEES AND MONEY: You’ve got RSUs, ESPPs, or stock options (or some combination). We help you make a plan that manages for taxes and concentration risk.

✅ SELF-EMPLOYED AND MONEY: Self-employment tax. Solo 401k or SEP IRA. S-Corp or sole prop. Deductible expenses. There’s so much to consider when you’re the boss. We’re here to help.

✅ FINANCIAL INDEPENDENCE AND WORK OPTIONAL: What’s your “number?” Figuring out a path to get there is half the battle. Finding the courage to make the leap once you’re there is the other half.

You have a vision for the life you want to live. We help you design and execute on a financial plan to make it possible.

Education

Washington University in St. Louis, Bachelor of Arts, Major: Economics and Chinese; Minor: Computer Science

Hobbies and Interests

  • Cycling
  • Family
  • Traveling

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Who We Serve

  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Financial Independence Retire Early (FIRE)
  • LGBTQ
  • LGBTQ Couples
  • Technology Professionals
  • Women Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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