Lane Florence LLC is a financial planner in Cameron Park, CA. The firm provides proactive planning services to help clients manage life's changes, including retirement planning, managing the finances of elderly parents, and navigating financial transitions following a divorce. As independent financial advisors, the team focuses on helping individuals make informed decisions to reach their specific financial goals.
The firm's professional team includes partners John Lane, CFP®, Tina Florence, CFP®, and advisor Judy Ho, CFP®, CDFA®, MBA, alongside Client Services Director Jake Florence. The practice emphasizes building deep, meaningful relationships that span generations. Partner John Lane brings over 40 years of experience in financial planning and insurance to the Cameron Park office, and his background includes serving as an elected Trustee to the El Dorado County Board of Education. Partner Tina Florence specializes in the fee-based financial planning model, with particular expertise in assisting high-net-worth families with complex financial, legal, and personal issues.
The office is located on Ponte Morino Dr, situated about 0.2 miles from Route 50 and 0.2 miles from Cameron Park Drive. The location is a short drive from Hacienda Park and is approximately 0.5 miles from Action Urgent Care.
The business maintains well-documented information online, ensuring that their services and professional expertise are easily accessible to the community. Their digital presence is structured clearly, making it easy for clients to find essential details about their financial planning services.
Lane Florence LLC provides dedicated financial guidance and professional expertise to residents and families throughout the Cameron Park area.