Maven Lane Financial Group

Listen first, plan carefully, and follow through. That simple approach defines Maven Lane Financial Group, a financial planning firm located at 1700 S El Camino Real #504 in San Mateo, California. Founder Amy Cook is a CERTIFIED FINANCIAL PLANNER™ professional who also holds a master’s degree in Personal Financial Planning. She serves individuals across the Bay Area and around the nation who want clear direction for their finances without unnecessary complexity. Maven Lane works with clients at many points in life. Young professionals turn to the firm to build a solid plan for saving and investing as their careers grow. Professionals with equity compensation rely on it for guidance on stock options, RSUs, deferred compensation, and employer benefits. Retirees and those approaching retirement look for help preserving their savings and creating income they can count on. Each engagement starts by learning about your situation, goals, and comfort with risk, and planning can extend to investments, retirement, insurance, education savings, and Social Security, with subscription packages available for ongoing support. If you’re searching for a financial planner in San Mateo or a certified financial planner who keeps the process clear and personal, call (650) 389-1031 to arrange an introductory call and complimentary financial review.