Luba Globerman (CFP)

Luba Globerman focuses in the
following client markets or areas of practice:
- Divorce Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Real Estate Investments
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Divorce Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Real Estate Investments
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Financial Planning for Women
Real Estate Investing
Retirement Planning
Investment Advice
Comprehensive Financial Planning
Women in Transition (Death or Divorce)
Additional Information
Luba has been a Certified Financial Planner since 1995, and has been associated with Financial Pathways since 2008. In addition to traditional retirement planning, Luba has a passion for working with women, Many women prefer working with another woman when it comes to finances. Lets face it - men and women are different when it comes to their approach to money. Luba is particularly adept working with single women. She herself being a widow, she is sensitive to the stress and strain that death of a spouse or divorce can place on a woman's financial situation. Luba also helps many of our clients who are real estate investors, as she has personal experience in that area.
NAPFA Start Date
June 01, 2020