Maven Lane Financial Group | Amy Cook, Financial Advisor

I started my career as a financial advisor in 2009 and have not looked back since. I am the proud founder and owner of Maven Lane Financial Group.

My drive stems from my passion for helping clients dissect their goals and lay down a track that is free from unrealistic expectations, yet layered in attainable goals that help take them from their starting point to beyond retirement.

My interest in financial planning has not waned over the years, and I continued down a constant road to education, later earning my CFP® certification and a Master’s degree in Personal Financial Planning.

I have clients in all stages of life and industries and have many multi-generational families that I am fortunate to work with. I specialize in self-employed individuals, and individuals navigating executive compensation packages.

In 2024, I released my first book, "Your Money Narrative: Understanding Your Story to Build a Stronger Financial Future" to explore the "why's" behind our money decisions. Storytelling is a part of each one of us. We tell ourselves stories every day, based on our past encounters, and we mold them over time so they stay relevant with our growth. Our financial stories are no different than the plotlines in our personal lives, however; they can have a profound effect on how we manage our future.

By asking the why, you can unlock the power you have over your finances and tackle the hidden meanings you attach to money.

Contact us at (650) 389-1031 or e-mail clientcare@mavenlanefinancial.com; we are happy to help you navigate the next steps in your financial journey.

• Schedule an Introductory Call
• "Your Money Narrative" by Amy Cook
• Financial Planning Packages
• Your Money Narrative: Financial Checklists & Resources

• Amy Cook, MSPFP, MPAS®, CFP®
  Financial Advisor
  1700 S El Camino Real, Ste. #504

  San Mateo, CA 94402
  Phone: (650) 389-1031
  Send an Email