Critical Mass Radio Show
Critical Mass Business Talk Show: Ric Franzi Interviews Lynne Sebastian, Sebastian Wealth Management & UBS Financial Services Inc. (Episode 1444)
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:23:06
- Mas informaciones
Informações:
Sinopsis
For more than two decades, Lynne Sebastian has been focused on building and protecting the wealth of high-net-worth individuals and families across the country. She specializes in working with people in transitional periods of their lives, such as newly retired, divorced, widowed, or those who have recently come into an inheritance. She delivers comprehensive financial planning including budget analysis, investment management, legacy planning, retirement income and long-term care solutions. Lynne enjoys educating the next generation of her clients and stresses the importance of financial independence. A graduate of the University of California, Santa Barbara, Lynne earned the Chartered Retirement Planning CounselorSM® designation from the College of Financial Planning, and holds Series 7, 63, and 65 securities licenses as well as life, annuity, and long-term care licenses. Lynne is one of a select number of investment professionals at UBS who holds the Private Wealth Advisor designation as well as the Certi