Financial Planning for Uber Employees
Uber compensation packages often include RSUs, bonuses, and retirement benefits that can grow significantly over time.
Modern Family Finance can help Uber employees navigate equity compensation, taxes, and long-term wealth planning.
We Can Help Uber Employees
RSU Vesting Strategy
We help plan around vesting schedules and determine when to sell shares.
Diversifying from Company Stock
We help reduce risk from overexposure to Uber stock.
Tax Planning
We help reduce tax surprises from equity compensation.
Retirement Strategy
We help optimize retirement contributions and long-term investments.
Career Transitions
We help evaluate financial implications when switching roles or companies.
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, equity compensation, and tax planning
Provide unbiased advice—no commissions, ever
Support you through every phase—career growth, transitions, and retirement
What Our Clients Say
Plan Your Financial Future Beyond Uber
Your Uber compensation can be a powerful tool for building wealth. Let’s create a strategy that helps you maximize it.