Charlene Laney, CFP®

Charlene Laney, CFP®

Certified Financial Planner

For nearly a decade, Charlene Laney, CFP®, has built her career in finance, serving clients from diverse backgrounds and with varying goals. As a Certified Financial Planner professional, Charlene takes meticulous care in understanding her clients’ needs, goals, and preferences. The guidance she provides is always in a fiduciary capacity, i.e., acting in the client’s best interest.

Over the years, Charlene has assisted many clients in transitioning into retirement with confidence. She also loves addressing crucial financial topics such as legacy planning, saving for college, insurance and risk management, planning for incapacity, and asset allocation.

Whatever the goal may be, Charlene is committed to being a long-term accountability partner for her clients and their goals.

Charlene graduated from Arizona State University (ASU) in Tempe, AZ, with a Bachelor degree in Communication. She also studied Mandarin Chinese language and culture through the Confucius Institute while at ASU and has a working fluency in Mandarin Chinese. Charlene is a General Securities Representative (Series 7), Uniform Securities Agent (Series 63 and 66), and a General Securities Sales Supervisor (Series 9 and 10) all currently held with LPL Financial. All of this coupled with being a Certified Financial Planner®, equips Charlene to handle clients’ investment needs and holistic financial picture.

Outside of the office, Charlene dedicates her free time to her community’s mental and physical wellness—teaching yoga and fitness classes at Yoga Pod a few times per week. She loves spending time outdoors, relaxing at home, cooking, and reading. She is married and has a cat and a dog. 

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC