At Bridgelane Financial we will help you attain your financial and philanthropic goals.
Maureen Recker CFP®, MBA
Maureen Recker is a certified financial planner, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and a MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking sometime off to raise two children, she re-entered into a career of 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.
"The CFP® mark is recognized as the most distinguished credential in the personal financial planning field. It symbolizes excellence and represents the highest standard of personal financial planning."
Co-hosted a screening of the nationally broadcast documentary film about Destiny Arts Center. I am so honored to be part of this amazing organization, serving as a Board Member and the Chair of its Major Gift program. Visit Destiny Arts
Women's Initiative Network
Women’s Initiative (WIN) to address the lack of women entering the financial planning field as CFP® professionals. Current CFP professionals are dominated by men, with 23% women. I am part of this advocacy program to help change this number and help girls better understand our role as financial planner and assist them through a mentoring process. Visit Women's Initiative Network
San Francisco Financial Planning Day
GIVING PRO-BONO ADVICE TO THOSE OTHERWISE CANNOT AFFORD OR SEEK OUT OUR SERVICES.
San Francisco Financial Planning Day is part of a national Financial Planning Days initiative created by Certified Financial Planner Board of Standards, Financial Planning Association, Foundation for Financial Planning and the U.S. Conference of Mayors. The collaboration is an effort involving city governments and thousands of financial planners nationwide united in an effort to provide free financial education and programming to communities throughout the U.S