Maven Lane Financial Group

Personalized guidance from a CERTIFIED FINANCIAL PLANNER™ professional is at the heart of Maven Lane Financial Group. Amy Cook founded the firm after earning her master’s degree in Personal Financial Planning, and today she runs it from 1700 S El Camino Real #504 in San Mateo, California. Her clients live in the Bay Area and in communities around the nation, and they share a common goal: a financial plan that feels manageable and makes sense for their lives. Amy tailors her work to each client’s circumstances rather than relying on a standard template. For professionals just starting out, she helps lay the foundation for saving and investing. For those with equity compensation, she brings structure to decisions about stock options, RSUs, deferred compensation, and company benefits. For retirees, she focuses on protecting assets and creating income that lasts. Planning starts with a discovery interview and can include retirement and investment strategy, insurance, college savings, and Social Security timing, with subscription packages for anyone who wants ongoing support. If you’re looking for a financial planner in San Mateo or a certified financial planner who adapts the plan to you, call (650) 389-1031 to schedule an introductory call and complimentary financial review.