In 2019, Waddell & Reed allowed us to apply our personal brand to reinforce who we are as a financial planning practice.
Our main objective has always been to closely familiarize ourselves with your unique circumstances, to help you reach your financial planning goals, and to guide you in creating a meaningful legacy. The term maven was derived from the Yiddish word mayven and is defined as “one who understands”. We chose Maven Lane Financial Group because we believe this name uniquely reflects how we work with our clients. Our primary mission is to understand you, your wants, and your needs. There is no cookie cutter recipe when designing a financial plan; each situation is different, and we work to find solutions to help you meet your objectives.
I have been fortunate to have a business that has grown so much over the years, and I have so many incredible clients to credit for that. In 2018, we moved to our current office in San Mateo and had the opportunity to create an inviting and comfortable environment for our clients and my team. The Maven Lane team has slowly expanded over the years, and we collectively are always looking for ways to create a positive experience for when you work with us.
We primarily work with individuals and families who are in the accumulation phase, trying to navigate complex employment packages while managing business schedules and raising families. We also work with many who are getting ready to retire or who are already retired.
We are so grateful for each of our clients and cherish the valuable relationships that are often created as we navigate through the financial planning obstacles and process together.