Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Lang is an investment advisor representative registered with Edelman Financial Engines. Jane is a Certified Financial Planner and has been in the financial services industry since 2014. Jane has worked at HC Financial Advisors, Inc., Presidio Vista Properties, Herrmann & Cooke, Inc. and Financial Engines Advisors L.L.C. Jane's specializations include retirement planning, estate planning, college savings, insurance and investment management. Jane is registered with the state of California and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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CA
09/26/2022 - Present
Edelman Financial Engines (DANVILLE CA)
Active
Inactive
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