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Lynne C.
West Region Division Speaker @Afe Association Of Financial Educators
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WORK HISTORY
West Region Division Speaker @Afe Association Of Financial Educators
CA, US
EDUCATION
Harvard University School of Business Management
FinTech Disruption
Pepperdine University, Seaver College
Bachelor of Arts (B.A.), Poltical Science, Minor Public Realtions
Student at TRAU in collaboration with UCLA School of Mgmt Exec Education
C(k)P
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
Western State University College of Law
Legal Studies
ABOUT LYNNE C.
At the helm of Emerald Wealth Management for over a decade, my leadership is defined by a steadfast commitment to fiduciary excellence and educational outreach in the retirement planning sector. With a robust foundation in both financial and legal studies, my approach integrates analytical acumen with strategic communication to deliver personalized fiduciary advice and retirement solutions.Serving as a financial educator with AFE, our team has fostered a culture of informed decision-making among plan sponsors and participants. Our work empowers clients to utilize financial tools to achieve fulfilling lives, underpinned by comprehensive strategies tailored to diverse fiscal landscapes.
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