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