Broker Check

1700 South El Camino Real, Suite 504, San Mateo, CA 94402

(650) 389-1031
clientcare@mavenlanefinancial.com
Online Access

Welcome to Maven Lane

Our story is rooted in listening, caring, and helping you thrive financially.


Meet the Team

A Personalized Approach to Financial Planning

Welcome to Maven Lane Financial Group! We are a financial planning practice that aims to understand your unique circumstances and help you pursue your financial goals. There’s no one-size-fits-all plan here—just tailored, thoughtful guidance.

Our Mission: To listen first, and then build a financial plan that truly reflects your values and priorities. Whether you're planning for the future or adjusting in real time, we’re here to support your journey toward confidence, clarity, and financial freedom.

2009 – Founded with Purpose

Amy set out with a simple idea: deliver financial guidance rooted in empathy, expertise, and clarity.

2018 – We Found Our Home

We moved into our current office in San Mateo—a warm, welcoming space for clients and team alike.

2021 – A New Chapter Begins

Our previous firm, Waddell & Reed, was acquired. During this transition, we joined LPL Financial—enhancing our independence while continuing to serve clients with the same trusted approach.

Serving a Growing Community

As our client family grew, so did our commitment to refining and expanding our services for each stage of life.

Looking Ahead

We're excited about what’s next—helping more people build meaningful, confident financial lives.

Who We Serve

At Maven Lane, we proudly support individuals and families across all walks of life. Whether you're navigating your career, preparing for retirement, or managing complex compensation, we’re here to guide your journey with clarity and care.

Busy Professionals & Growing Families

Managing careers, raising children, and building wealth—all at once. We provide structure, support, and strategy to help you plan while life is moving fast.

Pre-Retirees & Retirees

As you prepare for or enjoy retirement, we help you protect your lifestyle, reduce financial stress, and build a confident legacy plan.

Executives with Complex Compensation

We specialize in stock options, RSUs, deferred comp, and high-income planning—giving you clarity on the best ways to leverage your benefits.

A Trip Down Maven Lane

If you’re considering working with a financial advisor—or simply want a second opinion—we’d be honored to connect. Start with a complimentary consultation and see if Maven Lane is the right fit for your journey.

Schedule a Consultation

Have a Question?

Thank you!
Oops!