JESSICA LANNING JD, CFP® 

Jessica Lanning JD, CFP® brings focus and perspective to your individual financial needs to identify your opportunities for investment and wealth. Regardless of what you’ve done before or what “mistakes” you think you’ve made, Jessica can help get you back on track quickly and safely. As a former practicing lawyer, she brings a comprehensive approach to legal, tax, and financial challenges so that her clients can enjoy peace of mind. A huge proponent of conscious decision-making, Jessica makes sure her clients are educated and informed so that they make sound decisions with clarity and confidence.

 

✆ 415.354.5699

✉ admin@lanningfinancial.com

CONNECT WITH JESSICA

Offerings
* Designing and implementing financial plans to increase liquidity, safety, and rate of return for high-income households ($200K+ year).
* Creating tax-free retirement income.
* Maximizing investment property ownership and equity.
* Sound, experienced advice delivered simply and thoughtfully
* Direct and straightforward communication
* First-rate service and customer care
* Confidence, clarity, vision, and intuition

FINDING YOUR FINANCIAL THINKING PARTNER WITH JESSICA LANNING JD, CFP®

JESSICA’S BLOG

Pay Your Financial Planner Your Way

Pay Your Financial Planner Your Way

By Jessica Lanning, JD, CFP® When you pick a new financial planner, you want to be clear about how that person gets compensated, whether that works for your particular situation, and whether you feel you are getting good value. There are commission-based, fee-based,...

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