Lawrence Lane, CFP®
Lawrence (Larry) Lane, CFP® is the President and Founder of L Squared Wealth Management. Larry made a change to the financial advisory business in 2011 after a successful 20+ year career as an engineer and manager in the high-tech industry. This change was motivated by his life-long passion for investing and his desire to help technology professionals with their financial planning needs.
Larry established L Squared Wealth Management in 2014 to provide clients with a superior financial planning experience. Larry uses his analytical background to help clients develop individualized financial plans with clear actions to achieve their life goals. On the investing side, Larry is passionate about studying the markets to come up with better ways to invest.
Before entering the financial advisory industry, Larry had a successful 23-year career as an engineer and manager in the semiconductor equipment industry with companies including IBM, Novellus, KLA-Tencor, Timbre Technologies, and Tokyo Electron. He worked in areas ranging from engineering to marketing to program management, and held various management positions during that time.
Larry is a CERTIFIED FINANCIAL PLANNERTM professional, having completed the CFP® certification program in January, 2016. He holds a BS in Physics from the University of Michigan and a MS in Electrical Engineering from Rensselaer Polytechnic Institute. Larry holds various securities licenses including the Series 7 (now inactive) and Series 66. He is also licensed as an insurance agent in California.
Outside of financial planning and wealth management, Larry lives an active life in the Bay Area. He is an avid softball player, participating in the San Francisco Gay Softball League, as well as tournaments outside of the Bay Area. He also enjoys other outdoor activities including hiking and biking. In addition, he has traveled extensively, visiting 4 continents including Australia, Europe, Asia, and South America.