Fawn Lane


Fawn Lane
Certified Financial Planner
FawnLane@BayAreaWealth.com
813.956.6658

PROFESSIONAL LICENSES:

  • Series 6, 7, 65 (registrations held through LPL)
  • Florida Life, Health and Variable Annuity insurance licenses
  • Been in the industry since 2004

PROFESSIONAL DESIGNATIONS:

  • CERTIFIED FINANCIAL PLANNER TM
  • MBA

EDUCATION:

  • Bachelor’s Degree in Finance, University of South Florida, Tampa
  • Master’s Degree in Business Administration, University of South Florida, concentration in Advanced Finance, International Business and Management

AREAS OF FOCUS

  • Retirement Planning
  • Florida Retirement System (FRS) and benefits
  • DROP and Investment Plan estimates and analysis
  • Comprehensive financial planning and budgeting
  • 401k Plan distribution options including Rollovers
  • Portfolio review and risk analysis
  • IRAs, ROTH IRS’s, 403(b)’s and 457(b)’s
  • Education planning, 529 Plans, UTMA’s
  • Estate planning review and recommendations

ONGOING ACTIVE MONEY MANAGEMENT

  • Mutual Funds
  • Stocks, bonds and ETF’s
  • Investment Advisory services offered through IHT Wealth Management

INVESTMENT AND INSURANCE SERVICES

  • Mutual funds, stocks and bonds
  • Annuities – fixed and variable
  • Life insurance and long-term care insurance
  • IRAs, ROTH IRA’s, 401k’s, 403(b)’s and 457(b)’s

For an appointment at your home, work or our office, please call or email me.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

 

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