Videos

Integrated financial planning helps connect tax strategy, investments, equity compensation, and long-term financial goals. For many Silicon Valley professionals and business owners, these elements are closely linked. At Johanson & Yau, financial planning brings these moving parts together. 

At Johanson & Yau, we help you build a personalized financial plan that aligns with your goals – retirement, education, estate planning, and beyond. Our process considers investments, risk management, and tax efficiency, with regular check-ins to keep your plan on track as life evolves. 

Owning a business means balancing growth with uncertainty. At Johanson & Yau, we help small business owners protect what they’ve built and plan for what’s next. This video highlights strategies for business continuity, succession planning, and corporate retirement plans – designed to align your personal and business goals.

Equity compensation can be a powerful part of your long-term financial strategy – especially in Silicon Valley, where stock-based pay is common. At Johanson & Yau, we help clients navigate complex equity compensation plans, including RSUs, Incentive Stock Options (ISOs), and Non-Qualified Stock Options (NSOs). Our team brings deep experience in tax-aware planning to help you make the most of your compensation and align it with your broader financial goals.

Retirement is one of life’s biggest milestones – and thoughtful planning can help you make the most of it. At Johanson & Yau, we help clients prepare for retirement with strategies designed to align savings, income, and tax planning. Whether you’re years away or approaching retirement soon, our team can help you evaluate your options and create a plan tailored to your goals.

At Johanson & Yau, we help you preserve your wealth and plan for your legacy through coordinated estate and financial planning. Learn how thoughtful strategies – from trusts and charitable giving to business succession – can help protect what matters most for future generations.

Saving for college can feel overwhelming – especially in California, where education and living costs continue to rise. At Johanson & Yau, we help families create balanced strategies that combine 529 plans with other investment options to fund education in a tax-efficient way. In this video, you’ll learn how 529 plans work and their tax advantages, how much to save without overfunding, how California’s tax rules affect your education savings, and ways to adapt if your child’s plans change. Start building an education savings plan that fits your family’s goals and long-term financial picture.

Your wealth can reflect what matters most to you. At Johanson & Yau, we help clients design charitable giving strategies that align with their values and long-term goals. From donor-advised funds to charitable trusts, our team provides guidance on tax-efficient ways to give back — creating meaningful impact for the causes and communities you care about. Discover how personalized, tax-smart planning can help you turn generosity into lasting legacy.

Equity compensation can create meaningful wealth — but the biggest decisions often happen at specific moments. When you receive a grant, when RSUs vest, before exercising options, when one stock becomes too large, or after a liquidity event — each stage can carry tax, risk and planning implications. The strongest strategies look beyond the shares themselves and consider how equity compensation fits into your broader financial picture. At Johanson & Yau, we help clients align equity decisions with tax strategy, diversification and long-term goals.