Lana Xiao, CFP®
Lana serves as a Financial Advisor at Golub Group. She cares deeply about her clients and aims to get to know her clients on a personal level. She advises clients on a wide array of matters, including investments, tax and estate planning and employee benefits. She believes that in order to truly make a difference in clients’ lives, advisors need to take a holistic view using all areas of planning.
Prior to joining Golub group, Lana worked for First Republic Bank and Wells Fargo Private Bank. Most recently, as a Wealth Planner at Wells Fargo, she worked with real estate investor clients, executives of Fortune 500 companies and business owners. Lana has a Master’s degree from the London School of Economics and a Bachelor’s degree from the University of San Francisco. She is also a Certified Financial Planner®.
Lana lives in San Francisco with her husband. In her free time, she enjoys traveling, and reading about health, nutrition, meditation, yoga and real estate.