About Us
Lynne Laughna
CFP®, MBA
Lynne is a fee-only CERTIFIED FINANCIAL PLANNER™ and has held that designation for over 20 years. Prior to that, she was an equity research analyst for one of the largest financial services firms in the United States. She has worked with clients in all areas of financial planning, including retirement, investments, tax, special needs, college education plans, employee benefits, and estate planning. She has also advised clients on financial matters in divorce settlement situations.
One-on-one relationships with clients are based on the responsibility to act strictly in their best interests as a fiduciary.
She earned her Master of Business Administration (MBA) degree from Duke University and is a member of the National Association of Fee-Only Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). She is also a member of the Brevard County Estate Planning Council and a former Chair of the Community Foundation for Brevard’s investment committee.
Qualifications:
CERTIFIED FINANCIAL PLANNER™ professional
MBA from Duke University
Bachelor of Science from Auburn University
Aim higher
Take the first step towards your goals and achieve lasting financial success today.