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
Certified Financial Planner™
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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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Profile Last Updated: December 3, 2025