1700 South El Camino Real
Let our professionalsCraft Your Legacy
Life moves pretty quickly. Take the first step in bringing the vision for your future into focus.Speak with one of our advisors today, to plan for tomorrow.
A modern approach toFinancial Planning
We strive to implement technology that offers you the most up-to-date financial planning options.
Investment Planning:What's Your Dream?
We are here to assist in your pursuit of financial freedom.
At Maven Lane Financial Group, our mission is to make your financial planning experience as uncomplicated as possible. Our advisors can meet you in person or online through Zoom to advise you on your journey to retirement. We connect with individuals around the nation to create viable financial plans that focus on goal-driven action. Contact us today to set up your first meeting.
Our clientele ranges from retirees and individuals preparing for retirement, to young professionals looking for financial guidance as they continue to accumulate wealth and grow. Often, clients that come to us are professionals working in technology needing assistance with their stock options, complex benefits and investments, as well as financial planning, tax strategies, estate planning and insurance analysis.
Regardless of your stage in life, your income or your goals, a plan can help you accurately manage your finances. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Prepare your finances now to support your lifestyle down the road.
We calculate your risk tolerance to assist you in wise investing options.
Seek guidance for collegiate funding from one of our experienced advisors.
At Maven Lane Financial Group, we are here to help you design your best financial life and legacy.