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Financial Planning for Adobe Employees

Adobe employees often benefit from RSUs, bonuses, ESPP participation, and strong retirement benefits.

Modern Family Finance helps Adobe professionals turn complex compensation packages into a clear financial roadmap.

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How We Help Adobe Employees

RSU Planning

We help build strategies around Adobe stock vesting.

ESPP Strategy

We help determine the best way to participate in Adobe’s employee stock purchase plan.

Tax Planning

We structure tax-efficient strategies around stock compensation.

Retirement Planning

We integrate retirement contributions into a long-term financial strategy.

 

Diversification

We help reduce concentration risk from employer stock.

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We Come From Tech

Jenni Dazols

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.

Learn More About Jenni

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, ESPPs, Mega Backdoor Roths, and equity compensation

  • Provide unbiased advice—no commissions, ever

  • Support you through every phase—career growth, transitions, and retirement

What Our Clients Say

Build a Financial Plan Around Your Adobe Compensation

We help Adobe employees navigate RSUs, ESPP participation, and long-term financial planning with confidence.

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