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
- 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
I am a Certified Financial Planner and Senior Financial Advisor with over 20 years of broad experience in helping clients plan and protect their financial futures. My clients include professionals and executives, business owners, and retirees. I also guide those with unexpected windfalls or financial uncertainties to map out their financial priorities. My specialties: High net worth individuals, retirement planning, risk reduction techniques, investment management, estate planning, tax planning, second-opinion overviews, education funding, divorce consequences analysis, and charitable giving.NAPFA Start Date
April 12, 2024
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