# REDWOOD MONEY

REDWOOD MONEY is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://redwoodmoney.com
- **LinkedIn:** https://www.linkedin.com/company/redwoodmoney

## Regulatory record

- **CRD number:** 317667
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317667

## About

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.

## Sectors

- tech employees, business owners, and retirees

## People

- Jeff Clark — CFP®, Founder, CEO
- Jean-Paul Chen — Financial Advisor
- Jeff Clark — CFP®, Founder, CEO
- Jeff Clark — Owner, Redwood Money LLC

## 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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- [Harper Financial Strategies](https://altss.com/profile/harper-financial-strategies-llc)
- [APA VP Management Company](https://altss.com/profile/apa-vp-management-company-llc)

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Last updated: 2026-08-11T15:07:57.118Z

Canonical page: https://altss.com/profile/redwood-money

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