602-224-4961 | 877-792-3050 LHock@rwbaird.com
In 2007, Institutional Investor News cited Lana as one of 20 “Rising Stars of Wealth Management.” After spending the majority of her career with a nationally recognized independent investment advisory firm, Lana followed the lead of senior partner Leah Hoffman to join Baird, an affiliation that more closely aligned the team with the sophisticated resources their clients have come to expect. “We serve our clients in a comprehensive yet highly customized approach. Our clients expect a high level of service and guidance to make informed financial decisions.”
Experience & Expertise Lana Hock has more than 20 years of experience in the financial industry, with a focus in retirement distribution planning and financial planning for individuals who “happen to be in a divorce scenario.” She provides her clients valuable insight through a combination of experience, enthusiasm and a commitment to excellence.
Education & Professional Designations Lana is a graduate of Kansas State University where she earned a bachelor’s degree in business administration. She holds the CERTIFIED FINANCIAL PLANNER® and Charted Financial Consultant (ChFC) certifications, as well as the Certified Divorce Financial Analyst (CDFA) designation. Lana has also participated in Baird’s Advanced Investment Counsel Program, focusing on Wealth in Transition in 2010.
Family & Community In 2002, Lana was named to the Arizona Business Journal’s Forty under 40 for business success and community involvement. She is a board member and past chairman of the executive board of the Boys & Girls Club of the East Valley. She has received the National Service to Youth Award twice, once in 2004 and again in 2009. She also enjoys golf, supporting many local charities through her league participation with Golf For Cause.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirement.