Financial Planning for Salesforce Employees
At Salesforce, your compensation often includes more than just a base salary. Between RSUs, bonuses, an employee stock purchase plan (ESPP), and retirement benefits, your financial picture can quickly become complex.
At Modern Family Finance, we help Bay Area tech employees from companies such as Salesforce turn equity compensation and benefits into a clear financial strategy.
We Can Help Salesforce Employees
RSU Planning & Vesting Strategy
Salesforce RSUs can make up a large portion of your compensation. We help you plan around vesting schedules, tax implications, and diversification strategies.
Employee Stock Purchase Plan (ESPP)
Salesforce offers a competitive ESPP. We help determine the best strategy for participating and minimizing tax impact.
401(k) & Retirement Planning
We help maximize your retirement contributions and integrate them into a long-term financial strategy.
Tax-Efficient Compensation Planning
Stock vesting and bonuses can create significant tax events. We help structure your plan to minimize unnecessary taxes.
Diversifying from Salesforce Stock
Many employees become overexposed to company stock. We help design a diversification strategy aligned with your goals.
Career and Life Transitions
Thinking about leaving Salesforce, joining a startup, or taking a sabbatical? We help model the financial impact.
We Come From Tech
Our founder, Jennifer Dazols, is on a mission to redefine how people think about money and work.
After a 15+ year career in tech—including serving as a director at a Fortune 500 company in Silicon Valley—Jenni made a bold career change into financial planning. She stepped into this field to support people navigating the same questions she once faced: how to build a life that feels aligned, intentional, and truly your own.
Jenni was honored as a Hero of the 500s by Fortune Magazine for her leadership and community impact. Today, she works with with tech professionals in their 40s and 50s who want to chart their own path—professionally, financially, and personally.
Personalized Planning for San Francisco Bay Area Families and Professionals
At Modern Family Finance, we’re proud to be a San Francisco financial advisor serving individuals, couples, and families across the Bay Area. Whether you’re navigating tech equity, managing self-employment income, or planning for financial independence, our mission is to help you align your money with your life—intentionally and without judgment.
We are a woman- and LGBTQ-owned financial planning firm based in San Francisco’s Outer Sunset. We live here, raise our families here, and understand the unique financial realities of the Bay Area better than most. If you’re looking for a financial advisor in San Francisco who truly gets it—we’d love to meet you.
Whether you’re managing tech equity, growing a business, planning a family, or simply seeking clarity in a complex financial world, we’re here to help—with strategy, compassion, and zero judgment.
Why Employees from Bay Area Tech Companies Choose Us
We’re a fee-only, fiduciary financial planning firm rooted in the Bay Area.
Our experience allows us to:
Speak your language—RSUs, Mega Backdoor Roths, ESPPs, and more
Provide unbiased advice—no commissions, ever
Support you through every phase—onboarding, career growth, transitions, and retirement
What Our Clients Say
Ready to Make the Most of Your Salesforce Compensation?
If you’re a Salesforce employee looking for guidance around RSUs, taxes, and long-term financial planning, we’re here to help you turn your compensation into a clear financial strategy.