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Anja Luesink (CFP®, MBA)

Anja Luesink focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Social Security - Anja is a specialist in Social Security and Medicare issues and can advise you how to maximize your Social Security income.

Life Planning - To be able to get a deeper understanding of clients and discover with her clients what are their dreams and what are their profound life goals to plan for Anja pursued the RLP (Registered Life Planner) designation at the Kinder Institute of Life Planning and uses the Life Planning approach in her work.

Non-US Citizen issues - Many  financial planning issues are different when the client or one of the spouses is a non-US citizen, like retirement planning, estate planning, tax planning, investments and insurance.  

Additional Information

Anja is an instructor of Retirement Planning in the Certificate of Financial Planning Program at New York University (NYU). She also teaches students Financial Literacy at the Borough of Manhattan Community College (BMCC) through the FPA ProBono program.

For the FPA ProBono Committee she also gives seminars and workshops on budgeting, debt management, credit repair and other topics for different non-profit organisations. With a few other planners she is creating a Workbook for Financial Literacy to be used in all FPA ProBono Programs.  

Anja received an MBA from Purdue University and Tilburg University in the Netherlands. Before she entered the Financial Planning profession she worked in International Business Development.

NAPFA Start Date

December 24, 2008

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

475 Park Ave S Rm 2100 New York, NY 10016-6904 Phone: 212-405-1609
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