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REDWOOD MONEY
Redwood Money provides comprehensive financial planning and investment management so clients can align their money with their values. The firm serves people...
Overview
Redwood Money provides comprehensive financial planning and investment management so clients can align their money with their values. The firm serves people in major financial chapters including tech employees managing equity compensation, business owners, and retirees. It operates as an independent fee-only fiduciary advisor with capped client counts for personalized attention.
General information
Firm type
RIA
Principals
Jeff Clark
CFP®, Founder, CEO
Jean-Paul Chen
Financial Advisor
Jeff Clark
CFP®, Founder, CEO
Jeff Clark
Owner, Redwood Money LLC
Sector focus
Frequently asked questions
Does Redwood Money participate in fund commitments or only direct deals?
No public records indicate whether Redwood Money makes fund commitments or direct investments. The firm's investment approach is not disclosed.
What investment stages does Redwood Money typically target?
Stage preferences are not publicly stated. Given the lack of disclosed portfolio companies, no inference can be made about stage focus.
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