Moneta Group
With more than 20 years of experience in the financial services industry and 18 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional, Lynn is passionate about helping successful families, executives, business owners, tech entrepreneurs, and others accomplish their financial objectives. A graduate of Harvard University, Lynn brings a rigorous, research-driven approach to the field of wealth management. Lynn is a recognized wealth planning expert who has regularly been featured in such publications as The New York Times, The Wall Street Journal, Kiplinger, Forbes and many others.
This person is not in any teams
This person is not in any offices
Moneta Group
1 followers
Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.