Our Story

"Maven Lane"

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. 

Our primary mission is to understand your wants and needs, and to create tailored financial plans that suit your specific situation. We recognize that there is no one-size-fits-all approach to financial planning, and our team of professionals is dedicated to finding the right solutions for you.

Over the years, our business has grown tremendously, thanks to our incredible clients. In 2018, we moved to our current office in San Mateo, which offers a welcoming and comfortable environment for both our clients and our team. The Maven Lane team is constantly striving to improve the experience for everyone we work with.

Our clientele includes individual executives and families in the accumulation phase, navigating complex employment packages while juggling busy schedules and raising families. We also cater to those preparing for retirement or already enjoying their golden years.

If you are considering working with a financial advisor or seeking a new advisor, we invite you to schedule a complimentary consultation with us. Our goal is to support you on your journey toward financial freedom and help you create a blueprint for your own financial legacy. We look forward to the opportunity to walk alongside you in pursuit of your financial goals.

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