Lynn Buchholz (CFP®, MBA)

Lynn Buchholz focuses in the
following client markets or areas of practice:

Hourly

Investment Advice without Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Women's Financial Planning Issues

Planning Specialties

I started my personal finance career teaching classes in Portfolio Analysis and Investments to MBA students, and became a CFP® in 2006. I have taught in the Executive Financial Planner Program at San Diego State University for the past 10 years. My background includes work experience at Merrill Lynch and Corporate Finance at Hughes Electronics. I graduated from the University of Texas at Austin with a degree in Electrical Engineering, then earned my MBA from the UCLA Anderson School of Management.