Maven Lane Financial Group
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. The firm works with individuals across the country to build personalized, goal-driven financial plans and investment strategies grounded in clarity rather than complexity. Clients range from young professionals building early wealth to those managing stock options, RSUs, and deferred compensation, to retirees protecting what they've built over a lifetime. Instead of one-size-fits-all packages, Maven Lane starts with listening, then designs a plan around each client's specific goals and stage of life. For anyone searching for a financial planner in San Mateo or a certified financial planner who prioritizes clear, practical guidance, Maven Lane offers a complimentary consultation to start the conversation.
Services
Financial planning
Prepare your finances now to support your lifestyle down the road.
Investment services
We calculate your risk tolerance to assist you in wise investing options.
Retirement planning
Planning for retirement and managing retirement lifestyle.
Planning packages
Cost-effective subscription packages, designed with a goal to cater to your budget and needs.
Business retirement plans
Retirement plan solutions for businesses.
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Why choose us?
Location & hours
1700 S El Camino Real #504, San Mateo, California, 94402
FAQs
Where are you located?
Our office is at 1700 South El Camino Real, Suite 504, San Mateo, CA 94402. We work with individuals, families, and businesses in the San Mateo area.
What financial services do you offer?
We provide financial planning, investment services, retirement planning, business retirement plans, education and 529 college funding, insurance planning, Social Security analysis, and ESG investing.
Who will I be working with?
Our practice is led by Amy Cook, a Certified Financial Planner, and supported by a full team of advisors who take the time to understand your goals before recommending a path.
What does pricing look like?
We offer cost-effective subscription planning packages designed around your budget and needs. We will walk you through the options and provide clear details after learning about your situation.
Do you help with retirement and college planning?
Yes. We help individuals and businesses prepare for retirement, and we offer guidance on education funding and 529 college savings for families planning ahead.
How can I get in touch?
You can call us at (650) 389-1031, email clientcare@mavenlanefinancial.com, or schedule an introductory call through our website to start the conversation.