JanE Lang, MBA
Client Service Representative
As our Client Service Representative, Jane Lang is crucial to meeting our clients’ varied service needs. Among her responsibilities, she processes required minimum distributions (RMDs), opens accounts, transfers funds, and allocates 529 plan contributions. She is also essential to meeting our firm’s internal and operational functions.
Jane’s interest in finance began at age 12, when her father gave her stock in Dryer’s Ice Cream. She has an extensive background in alliance development and marketing and has decided to pursue her passion for financial planning. Jane decided she wanted to help empower others to set and achieve their financial goals and has been working toward her CERTIFIED FINANCIAL PLANNER™ designation.
Jane is also passionate about empowering others in her non-working life. She volunteers with Winter Nights, a program that sponsors homeless families, and is a troop leader for the Girl Scouts. She loves traveling, cooking, and hiking.
Education and Certifications
Working Toward CERTIFIED FINANCIAL PLANNER™ Certification, CFP Board of Standards
MBA, Marketing and Finance, Saint Mary’s College
Bachelor of Arts, Economics, University of California, Davis
Memberships and Community Involvement
Affiliate, National Association of Personal Financial Advisors (NAPFA)
Member, American Marketing Association
Troop Leader, Girl Scouts