Joyce FranklinSenior Wealth Advisor and Partner at Mission WealthSpeaker
Profile
From Big 4 to founder to post-merger partner, Joyce L. Franklin, CPA, CFP®, understands wealth management from every angle.
After two decades building a firm that aligns the goals and values of her clients, many of whom are tech executives and employees, she joined Mission Wealth in 2024.
Joyce is the author of two guidebooks drawn from her insider’s insight into Silicon Valley success and heartbreak. Her first, Startup Wealth, offers strategies and tools to help founders and employees maximize personal wealth from day one until well after an IPO or acquisition. Life, Liquidity & the Pursuit of Happiness, Joyce’s second book, can help anyone working at any stage in a tech company or startup make smart financial decisions. She also hosts Startup Wealth, a podcast for people who work in startups or in companies with a startup attitude.
In addition to writing her own articles, blog posts, and white papers, Joyce has been quoted by journalists for The San Francisco Chronicle, The Wall Street Journal, The New York Times, and more.
Agenda Sessions
Strategic Estate & Wealth Transfer Planning in the Era of the One Big Beautiful Bill: Maximizing Permanent $15M Exemptions and Advanced Legacy Solutions
, 1:40pmView Session
