About Maven Lane Financial Group
In their own words
Maven Lane Financial Group is a San Mateo, California-based financial advisory firm founded by Amy Cook, a CERTIFIED FINANCIAL PLANNER™ professional with a master's degree in Personal Financial Planning.
At Maven Lane, we believe financial planning is personal. We all have different goals, experiences, responsibilities, and ideas about what we want our money to accomplish. That's why financial planning shouldn't start with a generic strategy or investment recommendation. It should start with a conversation.
We work with individuals and families across the country at many different stages of life - from young professionals building wealth and navigating stock options, RSUs, and deferred compensation to those preparing for retirement or working to protect what they've spent a lifetime building.
Our approach is straightforward: we listen first. We take the time to understand where you are today, what's important to you, and where you want to go. From there, we create a personalized financial plan and investment strategy designed around your goals, with an emphasis on bringing clarity to financial decisions that can sometimes feel complicated or overwhelming.
Financial planning is a dynamic process, and your plan should evolve as your life does. Our goal is to provide guidance along the way so you can make informed decisions, stay focused on what matters to you, and move forward with greater clarity and confidence.
Maven Lane offers a complimentary consultation to start the conversation.
Amy Cook is a registered representative with securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Good to know
Details
- Address1700 S El Camino Real #504, San Mateo, CA 94402
- AreaEl Camino Real
- Founded2009
- Phone(650) 389-1031
- Websitewww.mavenlanefinancialgroup.com
- LinkedInCompany profile
- Hours
- Monday: 9:00 AM – 5:00 PM
- Tuesday: 9:00 AM – 5:00 PM
- Wednesday: 9:00 AM – 5:00 PM
- Thursday: 9:00 AM – 5:00 PM
- Friday: 9:00 AM – 4:00 PM
- Saturday: Closed
- Sunday: Closed
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Frequently asked
Where is Maven Lane Financial Group?
Maven Lane Financial Group is located at 1700 S El Camino Real #504, San Mateo, CA 94402, in the El Camino Real area of San Mateo.
What are Maven Lane Financial Group's hours?
Maven Lane Financial Group is open Monday, Tuesday, Wednesday, Thursday, Friday (closed Saturday, Sunday). See the full hours above.
How do I contact Maven Lane Financial Group?
Call (650) 389-1031 or visit their website.
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