Lainey Skolnik joined Jon Skolnik (her father) at Skolnik Wealth Management in January 2019; she feels incredibly fortunate to have worked alongside Jon until his retirement. As Wealth Advisor, Lainey leads the financial planning process, helping individuals and families pursue their passions by providing comprehensive financial planning. She supports in identifying and refining goals and works with clients to implement strategies that will help pursue their vision for the future. Prior to Skolnik Wealth Management, Lainey spent almost six years at Kaiser Permanente working in both Communications and Program Management.
Lainey holds her FINRA Series 7 and 66 registrations with LPL Financial and holds a California State Insurance License (Accident and Health, Life-Only, and Variable Contracts). She became a CERTIFIED FINANCIAL PLANNER® professional in 2022 and earned her ABFP® designation in 2025. She graduated from Chapman University with a Bachelor of Arts degree in Communications Studies and a Minor in Psychology.
Lainey spends the majority of her free time with her family and friends. She enjoys traveling, singing, comedy, reading, cooking, listening to podcasts, spending time outdoors, and doing pilates.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.