Lanning Financial Inc.

Based in the Financial District-South Beach neighborhood of San Francisco, Lanning Financial Inc. provides financial planning and insurance services for individuals and families across San Francisco County and the wider Bay Area. We start every relationship by asking what kind of life you want to build, then work backward to the plan that gets you there.

Our planning covers the milestones that matter most, from navigating market ups and downs to buying a home, funding education, and preparing for retirement, including the unique challenges faced by self-employed clients. Clients often tell us they value how calmly and clearly we explain complex topics, and how we help them work through their emotions and habits around money.

Our team takes a personal interest in every client and coordinates with estate attorneys and tax preparers to make sure your whole financial picture is in order.

Book through our website to start a conversation about your financial future.