Lu Han (CFA®, CFP)

Lu Han focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • High Net Worth Client Needs
  • Millennials
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

NAPFA Start Date

February 07, 2020

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This Office

787 7th Ave Fl 12 New York, NY 10019-6018 Phone: (410) 454-2171