Amy Cook, Founder and CEO of Maven Lane Financial Group, joins the Money Seed Podcast to discuss what's it's like to be a Financial Advisor in Silicon Valley. We discuss the types of questions she asks new clients, how she advises existing clients, what financial challenges are unique to Silicon Valley, and why everyone needs a Financial Planner. Amy can be found through https://www.mavenlanefinancialgroup.com/moneyseed
In her own words:
"It didn’t take me long to realize that personal finance is something that is best approached from a proactive stance. I started my career as a financial advisor in 2009 and have not looked back since. 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. Now, I am the proud founder and owner of my company, Maven Lane Financial Group.
From there I set out to pursue my financial education, while keeping in mind that there was a narrative that needed to be flipped so people could avoid the typical mistakes and achieve financial peace.
My interest in financial planning has not waned over the years, and I continued down a constant road to education, later earning my CERTIFIED FINANCIAL PLANNER™ 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."
#financialadvisor #financialhealth #financialfreedom
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