AeroLeads people directory · profile
Jennifer Lane, Cfp® Email & Phone Number
Fee-Only Financial Planner, news contributor, Author
at
Compass Planning Associates
1 work email found
@compassplanning.com
3 phones found area 617 and 888
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Fee-Only Financial Planner, news contributor, Author
Location
Greater Boston, United States
Company size
Who is Jennifer Lane, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jennifer Lane, Cfp® is listed as Fee-Only Financial Planner, news contributor, Author at Compass Planning Associates, a with 6 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at compassplanning.com, phone signal with area code 617, 888, and a matched LinkedIn profile for Jennifer Lane, Cfp®.
Jennifer Lane, Cfp® previously worked as Owner at Compass Planning Associates. Jennifer Lane, Cfp® holds Certified Financial Planner, Financial Planning from College For Financial Planning.
Company email context
Email format at Compass Planning Associates
This section adds company-level context without repeating Jennifer Lane, Cfp®'s masked contact details.
{first}@compassplanning.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jennifer Lane, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jennifer Lane, Cfp®
Recognizing a need for a client-centered approach to investing and life planning, Jennifer Lane founded Compass Planning Associates in 1996. "I had worked in the insurance industry, and clients often asked questions about money and finances that went beyond insurance. I decided to start my own practice to help people better understand, simplify and manage their own finances without getting lost in the big-brokerage maze, and without being charged exorbitant fees."Jennifer created a fee-only financial consulting firm whose mission places clients' interests at the forefront and steers clear of conflicts of interest that can be part of traditional broker- and sales-based advisor relationships. Over the years, she has expanded the Compass Planning team to include dedicated professionals who share her vision for fee-only, client-centered financial planning services.Specialties: Comprehensive financial planning, retirement planning including early retirement transitions due to layoff, health or family issues, investment management and investor education
Listed skills include Retirement Planning, Retirement, Investments, Financial Advisory, and 10 others.
Current workplace
Jennifer Lane, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Compass Planning Associates
1 role
Jennifer Lane, Cfp® work experience
A career timeline built from the work history available for this profile.
-
Owner
Team & coworkers
Colleagues at Compass Planning Associates
Other employees you can reach at compassplanning.com. View company contacts for 6 employees →
2 education records
Jennifer Lane, Cfp® education
Bs, Aeronautical Science, Commercial Pilot
FAQ
Frequently asked questions about Jennifer Lane, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jennifer Lane, Cfp® work for?
Jennifer Lane, Cfp® works for Compass Planning Associates.
What is Jennifer Lane, Cfp®'s role at Compass Planning Associates?
Jennifer Lane, Cfp® is listed as Fee-Only Financial Planner, news contributor, Author at Compass Planning Associates.
What is Jennifer Lane, Cfp®'s email address?
AeroLeads has found 1 work email signal at @compassplanning.com for Jennifer Lane, Cfp® at Compass Planning Associates.
What is Jennifer Lane, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 617, 888 for Jennifer Lane, Cfp® at Compass Planning Associates.
Where is Jennifer Lane, Cfp® based?
Jennifer Lane, Cfp® is based in Greater Boston, United States while working with Compass Planning Associates.
What companies has Jennifer Lane, Cfp® worked for?
Jennifer Lane, Cfp® has worked for Compass Planning Associates.
Who are Jennifer Lane, Cfp®'s colleagues at Compass Planning Associates?
Jennifer Lane, Cfp®'s colleagues at Compass Planning Associates include Randie Mayer, Josh Weiss, Cfp®, and Sarah Stamp.
How can I contact Jennifer Lane, Cfp®?
You can use AeroLeads to view verified contact signals for Jennifer Lane, Cfp® at Compass Planning Associates, including work email, phone, and LinkedIn data when available.
What schools did Jennifer Lane, Cfp® attend?
Jennifer Lane, Cfp® holds Certified Financial Planner, Financial Planning from College For Financial Planning.
What skills is Jennifer Lane, Cfp® known for?
Jennifer Lane, Cfp® is listed with skills including Retirement Planning, Retirement, Investments, Financial Advisory, Financial Planners, Mutual Funds, Financial Services, and Disability Insurance.
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