Our Team

Our team of financial professionals are multi-licensed as realtors, attorneys, CPAs and/or insurance professionals. We work with business and investment property owners families and estates who want to protect their assets and implement effective transition through each phase of their investment life – with a goal for reduced stress, smaller tax costs, and to preserve ample resources as they pursue the things they love.
Our integrated services and depth of expertise set us apart from the average financial advisor or investment management firm. That’s our strong suit – providing the execution, insights and advice needed to maximize a lifetime of investment and work.
Cheryl Lane, CPA, MBA (Taxation), RIA, CTA, FINRA principal and Investment Advisor, Life and Property Insurance Agent, Realtor, and CBI is located in San Francisco, California.