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

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

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.
Submit
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.

Submit

This Office

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