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About Us


Make your life easier.

Lanning Financial Inc. specializes in helping the San Francisco Bay Area’s professionals plan for retirement, their kids’ college educations, their next start-up business idea, taking care of their relatives, taking that long-awaited sabbatical, managing retirement, or all of the above.


Your Personal CFO, Jessica

Jessica has the JD and CFP® designation to serve her clients. But that’s not why clients hire her. 

Jessica provides financial education and leadership to her clients and their families with a down-to-earth, tell-it-like-it-is approach. Her advice is practical and achievable and delivered with thoughtfulness and laughter. She works to help make her clients’ lives easier.

She believes that you start where you are, do the best with what you’ve got, make mid-flight corrections often to stay on course, and use the money you have to live a life that brings joy and meaning to you. 


Our Expertise

Financial Planning

Expert guidance to optimize your financial well-being
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Investment Planning

Customized investment plans for your needs
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Retirement Planning

Personalized retirement solutions for a secure future
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Down to Earth

Approachable financial guidance with a down-to-earth approach, making complex financial concepts easy to understand.


Practical financial advice tailored to your unique situation, providing actionable steps for immediate impact and long-term success.


Achieve your financial goals with realistic strategies and a step-by-step roadmap.


Helpful guidance and personalized support throughout your financial journey, providing clarity, confidence, and financial peace.

Ready to get started?

Let's connect.

Schedule a free 15-minute meeting with Jessica.

    Your partner for financial peace and clarity

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    By appointment only:
    100 Pine Street, Suite 1250
    San Francisco, CA 94111

    Disclosure – Lanning Financial Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Lanning Financial Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Lanning Financial Inc. unless a client service agreement is in place. / Lanning Financial Inc. provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Lanning Financial Inc. is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

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