Kaylyn Lane
Kaylyn Lane
Client Service Associate
Kaylyn joined Weaver Consulting Group in 2018 after three years in the event planning industry.
She is originally from Washington. Her natural drive to succeed brought her to Southern California where she obtained her bachelor’s degree in Psychology. Being the first to graduate from college in her family, she is a self-starter who values business, relationships, and working within a team. She is responsible for client coordinating, project tracking, and marketing.
She enjoys traveling, camping with her husband, hiking with their dog and creative projects.
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