Jenna Hung, CFP®, CPA, PFS, MBA

About Me

About My Firm

Title in the firm: Founder and Principal

Licenses, Certifications and Designations: CFP(R)
CPA
PFS
MBA
AIF(R)
CMA

Biography: Hello, I am Jenna Hung, principal of LifeStream Financial Planning. We believe we are different from most of the other financial planners in the market place today. Instead of only focusing on the rate of return on the portfolio, we first focus on Wealth Preservation. We work hard to help you keep the money you earn and help you build a platform to accelerate wealth accumulation. After the monetary leaks are stopped and a sound financial foundation is in place, we move on to the Wealth Generation and Monitoring phase. This allows our clients to grow their net worth efficiently and have peace of mind even in an economic down turn.

For the majority of Americans there are cost barriers that have prevented them from seeking the help of a financial planning professional. Our approach to the process provides upper middle-income clients and emerging professionals access to objective advice at an affordable flat fee without sacrificing fee-only, expert guidance. There are no minimum amounts of assets that are required to be our client.

Geographic Area Served: Located in the Heart of Silicon Valley, Santa Clara, CA and greater San Francisco Bay area.

Services: Holistic Financial Planning.
ROTH IRA conversion analysis, long range tax planning and strategy, cash flow management, 401K / IRA, and investment portfolio management, access to DFA funds, home purchase/sell and refinance analysis, comprehensive insurance review, stock options, RSU, ESPP, 83(b), 10(b)5-1, will, trust & estate planning, LGBT, and business planning.

Firm Overview: No commissions.
No sales pressures.
No conflicts of interest.

At LifeStream Financial Planning, Fee-Only, comprehensive advice means:

Your advisor works for you. LifeStream Financial Planning is paid only by clients, and receives no compensation or referral fees from any other source. Your satisfaction is in your advisor\'s best interest.

You get comprehensive planning. Can commissioned salespersons advise you impartially on your insurance policies? Your home mortgage? Your health insurance at work? LifeStream Financial Planning takes a holistic approach, considering your entire financial situation, and the relationships between your taxes, your long-term goals, your investment strategy, risk management and insurance considerations, and your estate plan.

Your plan is tailored to you. LifeStream Financial Planning gets to know your specific situation, and works with you on a tailor-made basis, not as a boilerplate entry. LifeStream Financial Planning has no sales contests to win, and no incentive to sell you a high-commission investment or insurance policy.


Ideal Client: Emerging professionals, corporate executives, and business owners especially appreciate our expertise in integrating their career potential as part of their personal financial plans.

Fee Details: LifeStream is a member of the Fee-Only NAPFA organization, the AICPA, the Silicon Valley Chapter FPA, and the Alliance of Cambridge Advisors.