Lan Song, CFP®

Wealth Advisor

Designations and Licenses


Experience and Education

Lan is a seasoned professional with decades of experience in the financial industry. She creates wealth plans to help clients achieve their goals. Lan helps clients anticipate life transitions, plan for common market risks and prepare for unanticipated events.

Prior to joining Mariner, she spent 13 years working as a senior financial planner, providing in-depth analysis to interpret and understand clients’ financial circumstances and prepare custom-tailored financial plans. In one of her early roles, Lan was a financial advisor for MassMutual helping clients pursue their long-term goals.

Lan holds a bachelor’s degree in engineering from Nanjing University of Technology and a master’s degree in financial engineering from New York University.

Personal Interests

Lan enjoys spending time doing outdoor activities with family and cooking.

Lan’s Office

Contact Us