Lan Song, CFP®

Lan Song, CFP®

Paraplanner

As Paraplanner at MACRO Consulting Group, Lan Song, CFP® performs analyses and creates reports pertaining to our clients’ planning needs. She works with potential clients to help individuals, families, and businesses understand their financial circumstances and how to work towards their short-term and long-term financial objectives.

Prior to joining MACRO in 2009, she was a financial advisor for ten years. Lan graduated from Nanjing University of Technology with a Bachelor of Engineering degree and from the Polytechnic Institute of New York University with a Master of Science in Financial Engineering. She also holds the CERTIFIED FINANCIAL PLANNER™ designation.

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