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Lanning Financial Inc.
Lanning Financial helps professionals and self-made real estate investors in the San Francisco Bay area and the Greater Salt Lake City area plan for...
Overview
Lanning Financial helps professionals and self-made real estate investors in the San Francisco Bay area and the Greater Salt Lake City area plan for retirement, college educations, business ideas, caring for relatives, and sabbaticals. Jessica Lanning serves as a personal CFO and Certified Financial Planner, offering personalized financial strategy, investment recommendations, tax planning, and estate planning. The firm emphasizes practical, down-to-earth guidance rather than jargon-heavy advice.
General information
Firm type
RIA
Principals
Jessica Lanning
Jessica Lanning
Certified Financial Planner and former attorney
Sector focus
Frequently asked questions
How does Lanning Financial source proprietary deal flow?
There is no publicly available information about Lanning Financial's sourcing model. The firm has not disclosed any proprietary networks, co-investment partnerships, or referral arrangements.
What investment stages does Lanning Financial typically target?
No investment-stage preferences—public equity, private equity, venture capital, or alternatives—have been disclosed by Lanning Financial. The firm's investment approach is entirely opaque.
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