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Amanda L

Series 65

Cedar Rapids, IA

Cetera Planning Partners

Amanda Lane is a financial advisor with Cetera Planning Partners in Cedar Rapids, IA, holding a Series 65 license and four years of industry experience. Prior to joining Cetera Planning Partners in 2026, she worked at Avantax Planning Partners, Inc. for four years. Outside of her advisory role, Lane serves as Board Treasurer for the Linn Christian Education Association and is an elected board member of the Greater Cedar Rapids Community Foundation. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, with an investment approach focused on diversified allocations aligned to client objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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