Jane Beule
Founder & President
Griffin Black, Inc.
Fee-Only Financial Advisor serving clients nationally and internationally.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Jane Beule is a Redwood City, CA fee-only financial planner. Griffin Black, Inc. provides holistic wealth management and investment management services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jane Beule is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Get to Know Jane Beule
Jane Beule is a Fee Only Financial Planner/Wealth Manager in Redwood City, CA. She began her career in finance as an industry analyst with J.P. Morgan in New York. After graduating from Harvard Business School, she moved to the Bay Area with her husband and worked for both large and smaller corporations as well as venture-backed start-ups before following her passion to serve individual clients. She founded Griffin Black in 2001 in order to create the kind of Registered Investment Advisor (RIA) firm she wanted to hire herself. Jane and her husband have two grown children and live in Redwood City, CA.
I Can Help You With:
- Comprehensive Financial Planning
- Business Transition Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- College Funding Planning
Ideal Clients:
- Business Owners and Executives
- Indian-American Families
- Retirees and Near Retirees
- Busy Professional Couples
- Young Professionals
- Sudden Money Situations
Office Locations
702 Marshall St., Suite 411 - Redwood City, CA 94063