Maureen Recker
Advisor at Bridgelane Financial
Credentials
CFP®, MBA
Firm
Bridgelane Financial
Location
San Francisco, CA 94104
About
It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values. Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.
Expertise
Demographic focus
Fee options
Flat: $3000
Work history
Bridgelane Financial LLC
2018 - Present (7 years)
Mml Investors Services, Llc
2017 - 2018 (1 year)
Metlife Securities Inc.
2015 - 2018 (3 years)