Lanning Financial Inc.

Dec 2025

For more than 15 years, Jessica's intelligence, integrity and talent for seeing the big picture and strategizing has helped ease my mind for my financial situation. She’s never intimidated by the complex issues that I encounter, and I’m impressed by the people and resources she’s able to tap in order to help manage my outlook. She has a real gift for working with people including navigating my emotions and hangups around money. I’m grateful to have someone I trust this much in my corner.

Feb 2015

Jessica has been our financial planner for several years now, and we've come to rely on her advice. She has a down-to-earth and clear way of talking about finances that makes my blood pressure go down instead of up! She helped us navigate the complex and hair-raising process of buying our first house in SF. Whenever we have needed anything--a quote, a professional opinion, or retirement planning---she's always responded right away and with her full attention. In short, she's warm, funny, sharp, experienced, professional, and trustworthy. I send all my friends her way.

Mar 2013

Jessica is brilliant and trustworthy! Since finances can be such a vulnerable and stressful part of our lives, I would recommend working with Jessica because she is sensitive to that and builds trust with you in order to help you make choices that make you feel safe and confident. By offering a complimentary initial session, she makes sure that you are on the same wavelength before moving forward at your own pace. She has a ton of experience and credentials so you really are getting an incredible wealth of education and support in working with her, She is very smart, strategic, caring and compassionate. Also, think of her if you or anyone you know, is a Federal Employee. She is an expert in helping them get the most our of their benefits plans. I highly recommend her to anyone who wants top-notch service/support while enjoying the process!