John Lane, CFP®


John is based in our Cameron Park office. With more than 40 years of experience in the fields of financial planning and insurance, John knows what’s most important when it comes to planning finances and when it comes to planning life. 

John’s education includes majoring in Business Administration while attending San Jose State University. John received the CERTIFIED FINANCIAL PLANNER ™ certification in 1989 and is a CA licensed insurance agent. He has guest-lectured and instructed for many industry educational courses, including teaching courses in Financial Planning at UC Davis extension. He has also been a columnist and radio talk show host, concentrating in areas of estate, investment, business and personal financial planning. 

John enjoys his community and the thrill of a good competition.  He is an elected member of the El Dorado County Board of Education, and a popular coach of the junior varsity girls’ softball team at Ponderosa High School. 

John and his wife Lori reside in Pleasant Valley where they raised their two daughters Jennifer and Christine.