San Francisco

Larry Lane

Quantitatively Oriented Financial Advisor

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About me

I made a change to the financial advisory business in 2011 after a successful 20+ year career as an engineer and manager in the high tech industry. This change was motivated by the desire to help others with their financial management, something I'm very passionate about. As a former engineer, I am very analytical and detail oriented, helpful traits when analyzing financial plans and putting together investment plans and strategies. I provide financial planning and wealth management for individuals and businesses. My focus is on helping clients put together comprehensive financial plans that include the elements of protection, savings, and growth. This is accomplished with a number of different financial products including insurance (life, health, disability, long-term care), annuities, investments (stocks, mutual funds, ETFs, fixed income securities), 529 plans, IRAs, 401ks, as well as alternative investments (where appropriate).