Jane Mepham, CFP®

Austin, TX

Verified Identity

CEO at

Elgon Financial Advisors

Years of Experience

7 years

Member Since

2023

Allow Me to Introduce Myself

I know what it means to move to a new country and be a cultural stranger despite what would have been considered some great academic credentials in the technology space. I recall being frustrated at not knowing who or where to turn to for answers on personal finance as I wrestled with issues like t...

Clientele

1st Generation Americans

Tech Employees

New Investors

Software Engineers

Women in Tech

Startup Employees

Corporate Executives

Services Provided

Financial Planning

Investment Management

Tax Planning

Estate Planning Strategies

Specialties and Expertise

Cash Flow Analysis

College Planning

Retirement Income

Tax Minimization Inv...

Philanthropic Planning and Giving

High Net Worth Planning

Credentials and Designations

CFP®

Certified Financial Planner™

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Series 65

Series 65 - Uniform Investment Adviser Law Exam

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Pricing Models

Flat FeeAUM

Education

Worcester State University

Bachelor of Science (BS), Computer Science

Obtained in 1998

Worcester State University

Bachelor of Science (BS), Computer Science

Obtained in 1998

Disclosures and Proof of License

SEC Profile

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