Inspired Wealth Management For Women
Confidence That Moves You Forward
20+ Years in Business • 3,500 Families Served • Licensed in 36 States
Helping Women Turn Possibility Into a Plan.
When it comes to your financial future, the right partnership is everything. As a fee-based fiduciary financial planning and wealth management firm serving women across the Bay Area, and in over 40 states nationwide, we bring clarity and confidence to every financial decision—so you can take purposeful action, worry less, and fully enjoy the life you’ve built.
At Girls Just Gotta Have Funds, we take the intimidation out of meeting with a financial advisor. Our team of dedicated female advisors takes a thoughtful, values-based approach to financial planning, investing, retirement planning, tax strategy, insurance protection, and stock compensation planning—helping you align your financial choices with your life goals in Walnut Creek, Danville, San Francisco, and beyond. Consider these questions as the first step toward a more confident financial future:
Is my money invested the right way and positioned to grow?
Do I have too much money in company stock, RSUs, stock options, or ESPP?
What would happen to me and my family if there was an unexpected health event?
We can help! We invite you to schedule a complimentary consultation experience the difference of working with a fiduciary advisor who truly understands the financial lives of professional women. There’s no substitute for a woman who gets it!
What Sets UsApart.
Female-Led Expertise
Female financial advisors with fiduciary expertise who understand the unique financial journeys women face, including investing, retirement planning, and wealth building.
Life-Aligned Financial Planning
Comprehensive fee-based financial planning that integrates your career, family, lifestyle, tax strategy, and long-term financial goals.
Empowerment Through Education
Guidance from CERTIFIED FINANCIAL PLANNER™ professionals and credentialed specialists focused on helping you understand your investments, retirement options, and financial decisions with clarity and confidence.
Boutique Care
The sophistication of a comprehensive wealth management firm with the personal attention of a private, women-focused practice.
Inclusive Approach
Designed for women; welcoming all individuals and families who value fiduciary advice, financial clarity, and long-term planning excellence.
We Make It Fun
Financial planning doesn’t have to feel intimidating. From friendly, approachable meetings to signature client events like our Valentine’s Tea Party, Summer Luncheon at Piatti, and Holiday Shopping Soirée at Nordstrom, we believe in celebrating your financial success.
Live Boldly. Plan Brilliantly.
Ready to Take Control of Your Financial Future?
"The best things in life are free. The second best things are very, very expensive."
— Coco Chanel
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