Lan Song, CFP®
Portfolio Data Manager & Paraplanner
As the Portfolio Data Manager & 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 complete the initial analysis of holdings and assesses cash flow needs. Lan brings extensive industry experience in financial analyses and reporting. Prior to joining MACRO in 2009, she was a financial advisor at MassMutual 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.