Maureen Recker

Advisor at BridgeLane Financial

Credentials

CFP®

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

Charitable giving tax strategies Charitable giving & philanthropy

Demographic focus

Work/Life Balance Gen X (Born 1965-1980)

Fee options

Flat: $3000

Work history

Bridgelane Financial LLC

2018 - Present (8 years)

Mml Investors Services, Llc

2017 - 2018 (1 year)

Metlife Securities Inc.

2015 - 2018 (3 years)

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