Lynne Laughna (CFP®, MBA)

Lynne Laughna focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Special Needs Planning

Planning Specialties

Lynne’s personal financial planning expertise lies in the areas of investment analysis, retirement planning, estate planning, divorce financial consequences, and asset allocation.

Additional Information

Lynne Laughna is a Certified Financial Planner™ and Certified Divorce Financial Analyst™. She earned her MBA from Duke University. She joined Moisand Fitzgerald Tamayo, LLC in 2010 after working for 10 years as the in-house financial advisor at the largest CPA firm on the Space Coast. Prior to that, she was an analyst for a major brokerage firm, covering banks and savings and loan companies. She is a member of the Brevard County Estate Planning Council and serves on the Board of the Brevard Unit of the American Cancer Society.

NAPFA Start Date

April 12, 2024

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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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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

607 Seville Ct Satellite Beach, FL 32937 Phone: (321) 757-4646