Lana Xiao, CFP®, CDFA®

Lana Xiao serves as a relationship manager with SVB’s Private Bank and Wealth Advisory. Based in San Francisco, she offers personal credit, risk and wealth management solutions to founders, executives and investors within the innovation economy. Her highly specialized wealth advice takes into account the unique risks and opportunities that leaders in the technology ecosystem face; she thrives on delivering solutions that are grounded in a holistic view of her clients’ businesses, career trajectories and goals for their family’s future.

Lana has devoted her career to providing comprehensive financial planning and investment management services to a wide variety of high-net-worth clients. Before joining SVB, Lana served as a financial advisor at a boutique wealth management and advisory firm in the Bay Area. She has also held wealth advisory roles at Wells Fargo Private Bank and First Republic Bank. A certified financial planner and a certified divorce financial analyst, Lana holds a bachelor’s degree in business from the University of San Francisco and a master’s degree in economics and history from the London School of Economics. She is bilingual in English and Mandarin Chinese.

After a fulfilling day of championing the needs of her clients, Lana turns to meditation, yoga, Pilates and swimming to decompress. On the weekends, she and her husband, who live in San Francisco, enjoy exploring all that the beautiful Bay Area has to offer.

The person named above is both a representative of Silicon Valley Bank as well as investment advisory and broker-dealer representative of SVB Wealth Advisory. SVB Wealth Advisory (member FINRA and SIPC; SEC-registered investment adviser) offers brokerage and investment management products and services, and is a wholly-owned, non-bank subsidiary of Silicon Valley Bank.

Investment products are offered by SVB Wealth Advisory and are:

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

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Relationship Manager

Private Bank