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Jane Mepham, CFP® | Financial Advisor

Profile img for Jane Mepham, financial advisor at Elgon Financial Advisors
Austin, TX
Jane Mepham, CFP®
Financial Advisor
CEO at
Elgon Financial Advisors

Verified Identity

Important Disclosures

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 taxes, cross-border considerations, investments, stock options, company-provided benefits, insurance, etc. I turned to friends and looking back, I was lucky to not derail my American dream with some of the suggestions I was getting, but at the same time, I missed out on some great opportunities that would have allowed me to make different financial choices. My goal is to help you avoid those mistakes, and partner with you as you pursue your version of the American dream. It's my why for starting Elgon Financial Advisors. Before I became a financial advisor, I spent over 17 years in the high-tech field, rubbing shoulders with a lot of foreign-born / immigrants and their families – giving me valuable experience, that I draw upon in my advising business. If you are looking to partner with a Certified Financial Planner, who understands cross-border issues and will keep your cultural background front and center of the planning relationship, let’s chat and together figure out a path forwards.
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Specialties and Expertise

6
Cash Flow Analysis
College Planning
Retirement Income
Tax Minimization Investment Strategies
Philanthropic Planning and Giving
High Net Worth Planning

Clientele

9
1st Generation Americans
Tech Employees
New Investors
Software Engineers
Women in Tech
Single Mothers
Startup Employees
Surviving Spouses
Corporate Executives

Credentials and Designations

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Certified Financial Planner™

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Series 65 - Uniform Investment Adviser Law Exam

Education

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Worcester State UniversityBachelor of Science (BS), Computer ScienceYear Obtained: 1998
Worcester State UniversityBachelor of Science (BS), Computer ScienceYear Obtained: 1998
Quick Facts About Jane
Years of Experience:7 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

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Investment Management

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Tax Planning

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Estate Planning Strategies

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Austin, TX
Jane Mepham, CFP®
Financial Advisor
CEO at
Elgon Financial Advisors
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Profile last updated: 02-13-2025