Maven Lane Financial Group
Local business
94402 San Mateo
United States
Maven Lane Financial Group is a San Mateo, California based financial advisory firm founded by Amy Cook, a CERTIFIED FINANCIAL PLANNER™ professional with a master's degree in Personal Financial Planning. The firm works with individuals nationwide to create personalized, goal-driven financial plans and investment strategies built around clear guidance rather than jargon.
Clients include young professionals building wealth, those managing stock options, RSUs, and deferred compensation, and retirees focused on protecting what they've built. Instead of a one-size-fits-all approach, Maven Lane starts with listening, then designs a plan around each client's specific goals and stage of life. For anyone searching for a financial planner in San Mateo or a certified financial planner who prioritizes practical solutions over complexity, Maven Lane offers a complimentary consultation to see if the fit is right.
Phone: (650) 389-1031
Site: http://www.mavenlanefinancialgroup.com/
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