Jason Hoffman, CFP®, EA, ECA
Financial planning for LGBTQ+ tech professionals and high earners | Flat-Fee
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Serving Clients Nationwide
Financial planning for LGBTQ+ tech professionals and high earners | Flat-Fee
Areas of Focus
- Career
- Cash Flow
- Employee Stock Options
- Equity Compensation Options
- Financial Planning
- Investment Management
- Tax-Efficient Planning
About Jason Hoffman, CFP®, EA, ECA
Hi, I'm Jason Hoffman, Founder and Financial Planner at LGBTQ Wealth Planning.I founded LGBTQ Wealth Planning to make expert financial advice inclusive, transparent, and deeply human. After nearly a decade working in financial services, I saw how many LGBTQ+ clients and allies felt unseen in traditional planning environments, and how powerful it is when people finally feel comfortable talking openly about money and life in the same conversation.
I am a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), an Enrolled Agent (EA), and an Equity Compensation Associate (ECA). My background includes extensive work with clients navigating complex financial lives, especially those with equity compensation and high-growth careers. I have advised more than 1,000 people on equity compensation, taxes, and planning, so I've seen most of the situations clients bring to me.
Over the years, I have advised clients through many of life's biggest financial moments: IPOs and liquidity events, job changes, relocating across states, marriage and family building, buying and selling homes, market volatility, and many other financial transitions. I believe real financial planning goes far beyond spreadsheets. It's about clarity, values, and confidence during the moments that truly matter.
At the heart of my work is a simple philosophy: people make their best financial decisions when they feel seen and understood. I partner closely with clients to help them make thoughtful choices about investing, taxes, cash flow, career, and life planning, so they can live well today while building the future they want.
When you work with LGBTQ Wealth Planning, you'll work directly with me, a collaborative thinking partner who explains things clearly, asks good questions, and respects the many forms that family and identity can take.
I'm based in Texas and work with clients nationwide.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
- Equity Compensation Associate (ECA)
Affiliations
- CFP Board
- Fee Only Network
- Flat Fee Advisors
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
Austin, TX, 78749
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and let's talk about where you are, what's coming up, and how to plan for it. It's a free 30-minute call, with no pressure. I look forward to speaking with you.Offers Investment Management
Yes
About LGBTQ Wealth Planning
LGBTQ Wealth Planning, LLC is an independent, LGBTQ-affirming financial planning firm serving clients virtually nationwide.Our mission is to empower LGBTQ+ individuals, couples, families, and allies with affirming, strategic financial planning, so your future feels as authentic as you are. We believe everyone deserves access to high-quality financial guidance, and a place where their life, identity, and family are respected and understood.
Who We Serve
We work with LGBTQ+ individuals and allies who are high earners navigating complex wealth decisions, including many tech professionals with equity compensation at companies such as Figma, Google, Meta, and Anthropic. This is for you if you're doing well financially but aren't sure you're doing it right, your finances feel complicated or overwhelming, you're planning for a home, family, or long-term freedom, or you want advice that actually understands LGBTQ+ lives.
Our Services
We offer inclusive, flat-fee financial planning paired with investment management, helping clients turn income and equity into a clear plan, make confident decisions about big life goals, and build wealth that supports the life they actually want.
Why Work With Us
We are fiduciary, always acting in your best interest, and legally and ethically obligated to put your interests first and disclose potential conflicts, with no exceptions.
We are independent, not tied to a bank, insurance company, or product provider, so our recommendations are driven by your goals, not quotas.
We are also fee-only and flat-fee: we don't earn commissions or referral compensation, and our pricing is aligned with the complexity of your situation rather than your account size.
Education
Texas Tech University, Bachelor of Science, Personal Financial Planning
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Couples
- Entrepreneurs
- Gen Y / Millennials
- Individuals
- LGBTQ
- LGBTQ Couples
- Technology Professionals
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