Jack Neeley, CFP®


Jack joined Lane Florence in 2016 after earning a Bachelor’s degree in Political Science from UC Berkeley and working at a non-profit firm promoting long-term care initiatives. He has been responsible for operations and client service for four years while earning the necessary FINRA licenses and CERTIFIED FINANCIAL PLANNER™ certification to move forward as a Financial Planner.  He sees opportunities in technology and introducing his generation to the benefits of financial planning. He enjoys working with clients in both the Folsom and Cameron Park offices.  Jack is optimistic that 2021 will allow for more sporting events and traveling after several years of studying and taking tests.