Kaylyn Lane
Kaylyn Lane
Operations Manager
Kaylyn joined Weaver Consulting Group in 2018 after years in the event planning industry.
Originally from Washington, her drive to grow both personally and professionally led her to Southern California, where she earned her bachelor’s degree in Psychology. As the first in her family to graduate from college, Kaylyn is a self-starter who values connection, collaboration, and creating meaningful experiences for others.
She’s often the go-to person for keeping things on track, whether that means organizing workflows, supporting clients through day-to-day needs, coordinating projects, or bringing creative energy to marketing efforts.
Outside of work, Kaylyn loves traveling with her husband, adventuring with their dogs (Jade and Ari), and going to concerts.
EDUCATION:
Whittier College, Bachelor’s Degree in Psychology
PROFESSIONAL DESIGNATIONS AND LICENSES:
Chartered Retirement Planning Counselor, CRPC
Kaylyn
Firstly, Weaver Consulting Group is family-run business led by CRPC-Certified Advisors. Our advisers offer 20 years of experience. This is from early retirement to “requirement.” And every phase of the market cycle. Secondly, it is NICE TO HAVE A RETIREMENT SPECIALIST IN THE FAMILY. YOU IMAGINE THE POSSIBILITIES. WE TAKE CARE OF THE REALITIES. Thirdly,w e individualize every relationship to create a community of confident, informed and inspired retirees.
With over two decades of experience includes an exclusive “economic clock.” Therefore, this method includes our charge to guide you through every aspect of the economy and your financial future. From home purchases and mortgages, to investment properties and car leases. We will serve as your ongoing consultant and partner.
Additionally, We like to take the time to get to know somebody, their story, their background. Also, we would like to know where they want to be in five or 10 years. Our job at Weaver Consulting Group is to work with clients and monitor their risk tolerance in portfolios. More importantly, every three to four months we have comprehensive reviews to ensure we are meeting clients’ needs. In conclusion, each individual has specific goals we must take in to account when creating and managing their portfolio.
Firstly, Weaver Consulting Group is family-run business led by CRPC-Certified Advisors. Also, advisers offer 20 years of experience. This is from early retirement to “requirement.” And every phase of the market cycle. Secondly, it is NICE TO HAVE A RETIREMENT SPECIALIST IN THE FAMILY. YOU IMAGINE THE POSSIBILITIES. WE TAKE CARE OF THE REALITIES. Finally, we individualize every relationship to create a community of confident, informed and inspired retirees.
714-536-4065