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Jane Khalaf, CFP®, CRPC®

President & Wealth Advisor, Elderberry Capital

Jane Khalaf is passionate about helping people live life abundantly. When you partner with her, she always recognizes the uniqueness of each of her clients in their families, their goals, and their lifestyles. Whether it’s securing assets and income streams for future generations or accomplishing charitable goals, Jane has partnered with notable Silicon Valley families working toward their financial goals.

Growing up in Dallas, Texas, Jane Khalaf learned the value of community and the benefits of always helping your neighbors. Her five years of volunteering to build homes in Juarez, Mexico for families living in cardboard on the desert sand taught her that everyone deserves a solid foundation. Studying in Nantes, France, taught her to get comfortable being uncomfortable, a skill she applies to her work in navigating complex financial landscapes.

During her time working in finance in New York City through the Great Financial Crisis taught her how critically important it is to help others build a sound financial foundation to have a lasting impact across generations. Each of these experiences has shaped how she works with families, most often with three generations at once.

Jane Khalaf is proud to work in the financial services industry for over 15 years with two Fortune 500 companies. As a veteran of this industry, she holds the FINRA Series 7 and 66 securities registrations with LPL Financial and life insurance licenses. She also holds the CERTIFIED FINANCIAL PLANNER® certification and Chartered Retirement Planning Counselor (CRPC®) designation. These qualifications allow her to help her clients overcome complexity and plan for a strong financial future.

The mission to help others extends beyond her clients as Jane has served on numerous nonprofit boards and development committees in the Bay Area and Orange County. Elderberry Capital is dedicated to empowering women locally and globally to improve their financial literacy to then improve the lives of their family’s health, education, and strengthen their community.

Jane Khalaf is a registered representative with LPL Financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. CA Insurance Lic. 0H59902 | LPL Financial Insurance Lic. 0518721. | LPLIA Lic. 0B91442