John Lane Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ Professional | Wealth Manager | 1031 DST | Alternative Investments @ Legacy Wealth Management
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John Lane Location
- San Ramon, CA, US
John Lane Work
- 2023 -now CERTIFIED FINANCIAL PLANNER™ Professional | Wealth Manager | 1031 DST | Alternative Investments @
- 2021 -2023 Certified Financial Planner™ Professional @
- 2011 -2021 Financial Advisor @ David White & Associates
- 2008 -2018 Alumni Advisor @ NCSF
- 2007 -2011 Special Projects Manager @
- 2007 -2010 Owner @ SilkzProductions
- 2003 -2006 Loan Officer @ Diablo Funding
John Lane Education
- California State University-Hayward
Master of Business Administration (MBA) (Marketing)
2008-2010 - California State University-Hayward
BS Business (Business/Managerial Economics)
2003-2007
John Lane Summary
- John Lane, based in San Ramon, CA, US, is currently a CERTIFIED FINANCIAL PLANNER™ Professional | Wealth Manager | 1031 DST | Alternative Investments at Legacy Wealth Management. John Lane brings experience from previous roles at Peak360 Wealth Management, LLC, David White & Associates, NCSF and California State University, East Bay. John Lane holds a 2008 - 2010 Master of Business Administration (MBA) in Marketing @ California State University-Hayward. John Lane has 3 emails and 2 mobile phone numbers on RocketReach.
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