Lane Hustead

Lane Hustead, CFA, CPA, CFP®, is a Licensed California CPA with extensive experience in audit and tax services. Having worked at EY in San Francisco as a Senior Associate in Private Client Services, they specialize in tax planning and compliance for high-net-worth individuals. Lane began their career managing inventory and customer service at Wall Drug Store before transitioning into the financial sector, where they gained further experience across various roles in assurance and wealth advisory. They hold a Bachelor of Commerce degree in Accounting from Santa Clara University and are currently a Private Wealth Advisor at Corient.