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Jennifer Lane (CFP®)

Jennifer Lane focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

For many years, Jennifer was the featured personal finance expert on the weekly New England Cable News (NECN) "Ask Jennifer" segment on Business Day. She was a regular guest on the network's "Wired" program and was a co-host of the weekly finance radio program "Financially Speaking" on the nationwide Money Matters Radio Network for four years. She has appeared on Boston's Fox 25 News, WGBH TV's "Greater Boston with Emily Rooney," and CNBC's "On the Money" with Carmen Wong Ulrich as an expert on personal finance. In addition, Jennifer frequently contributes to financial planning articles in both online and print media.

Additional Information

As a former pilot and flight-training executive, Jennifer brings a diverse experience base to the financial planning process. She is the author of the acclaimed The Everything Get Rich Book: Surefire Techniques to Increase Your Wealth (Adams Media, 2002), The Everything Guide to Personal Finance in Your 40s and 50s Book (Adams Media, 2008), and The Complete Idiots Guide to Protecting your 401(k) and IRA (Alpha Books, 2009).

NAPFA Start Date

November 16, 2007

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

PO Box 970 Westwood, MA 02090 Phone: (617) 523-4666
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Other Offices

Please call for appointment Longmont, CO 80504-8439 Phone: (617) 523-4666
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