Financial Peace of Mind
A Tax Centric Financial Plan in every home
in Silicon Valley and Beyond
Decades of Experience
Serving Silicon Valley Tech, Scientific, Real Estate and Small Business community since 1979
Areas of Specialization
RSUs and Stock Options, women investors, LGBTQ+ community planning and recent college graduates

Where Do You Want Your Financial Roadmap to Take You?
At Johanson & Yau, we strive to create a personalized financial roadmap, for guidance toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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