Lana serves as a Financial Advisor at Summitry. She cares deeply about her clients and aims to get to know her clients on a personal level. She advises clients on a wide array of matters, including investments, tax and estate planning and employee benefits. She believes that in order to truly make a difference in clients’ lives, advisors need to take a holistic view using all areas of planning.
Prior to joining Summitry, Lana worked for First Republic Bank and Wells Fargo Private Bank. Most recently, as a Wealth Planner at Wells Fargo, she worked with real estate investor clients, executives of Fortune 500 companies and business owners. Lana has a Master’s degree from the London School of Economics and a Bachelor’s degree from the University of San Francisco. She is also a Certified Financial Planner® and obtained a certificate in personal financial planning from UC Berkeley while working full time.
Lana lives in San Francisco with her husband. In her free time, she enjoys trying out new restaurants in her neighborhood and going on weekend trips to Medocino. She enjoys meditation, yoga, pilates and swimming when she tries to decompress after work. She serves on the Alumni Board of Directors at University of San Francisco where she spent four years as an undergraduate student.
