YOUR WEALTH IS OUR WHY...
The introduction to #BLACKGIRLMAGIC Join us for a deep dive into the heart of one who God trusts to manage Millions of dollars for a living! Asset management refers to the management of investments on behalf of others. The process essentially has a dual mandate - appreciation of a client's assets over time while mitigating risk. ... The role of an asset manager consists of determining what investments to make, or avoid, that will grow a client's portfolio.
Simone Lane has been a licensed Financial Advisor since July 2018. She served as a Registered Sales Assistant to Lobdell Investments' Managing Partner, Mark Lobdell for 8 years before branching out as an advisor. She says it was time well spent learning from Mark's 30+ years of experience as a financial advisor, allowing her to advantageously develop an in-depth knowledge of client service and account management. Her deep level of care for clients beyond their financial needs, combined with years of experience exemplify Simone as an extraordinary IAR . Her areas of focus are business planning and retirement solutions for small business owners and charitable organizations including Endowment fund management.
Simone devotes her personal time to family and community engagement.
She is happily married with three adult children and a beautiful granddaughter.
Mark Lobdell has been providing financial planning services since 1978, with an office in Solano County since 1993. He graduated from Eastern Washington University with a Bachelor of Arts Degree in Business in 1973. He served as an officer in the US Army from 1972-1979. He specializes in helping families pursue their financial goals. Investments, financial advisor, financial consultant.
Mark has been married to his beautiful wife Phyllys for 20 years. He has been a part of the Benicia community for over 35 years, where he is a proud member and former president of Benicia Rotary. He attends Lighthouse Community Fellowship in Benicia and is former president of the board for Alpha Pregnancy Clinics of Solano County. Mark also enjoys snow skiing, golfing, traveling, and spending time with his off road 4x4 four wheel drive club The Scorpions.
Our firm is committed to providing brokerage service and/or investment advice with the utmost professionalism and integrity. These qualities are a vital business asset. The confidence placed in Lobdell & Lane Wealth Management is reflected in the progress and success of its investors.
Mark - CA Insurance Lic. #0A29264
Simone - CA Insurance Lic. #4027509
Lobdell & Lane Wealth Management is an independent investment advisory firm with offices in Benicia, CA. We provide comprehensive wealth management, financial advisor, financial planning, and retirement planning services and financial consultant .
Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA / SIPC. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser. Check the background of this investment professional on FINRA’s BrokerCheck.
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from.
Copyright © 2020
Lobdell & Lane Wealth Management
All Rights Reserved.
Designed By Increase-media.com