Lynn Habrowski, CFP^®, CFS^®

lynn.habrowski@lpl.com
www.glwealthplanning.com

Professional Approach

Get to Know Me - Lynn Habrowski, CFP®, CFS®

In 2004 I became a financial planner with LPL Financial working with my clients to help crystallize their financial goals and develop comprehensive plans to work toward those goals.  Because of this “planning” driven approach, long-term client relationships are the cornerstone of my business.

15 years in engineering taught me that you need a defined plan and a specific process to handle the volatility of the market and to help reduce emotional decisions to pursue your financial goals. With this in mind, I use a repeatable process, with specific rules, to determine my client’s exposure to the market. This process, coupled with a clear understanding of my client’s investment risk tolerance, is used as the basis for each client’s investment allocation.

I have a crucial ability for taking complex topics and ideas and presenting them in a clear and concise format that helps my clients understand the current market environment and how they are going to address their financial goals.

Education

I graduated with a Bachelor of Science from Walsh College and went on to a successful career in software development and engineering. Ultimately financial planning, my original career goal, called me back and I completed the requirements for the Series 66, Series 7 (through LPL), and Life and Health to becoming a financial consultant with LPL Financial. I chose LPL Financial because they are one of the leading independent financial firms in the industry. 

In 2009 I received my Certified Fund Specialist® (CFS®) accreditation from the Institute of Business and Finance and in 2012 full-filled the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional, or CFP® professional. To earn the CFP® designation, I had to complete an approved comprehensive education program, pass a rigorous examination, and meet stringent educational and work experience requirements.