Anna Lautenbach (CEPA, CFP®, ChFC®, CLU, EA, Master of Science Accounting)

Anna Lautenbach focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Women's Financial Planning Issues
- AUM
- Baby Boomers
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Women's Financial Planning Issues
NAPFA Start Date
January 12, 2021