Ada Lubanski, Cfp®, Rssa®
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Ada Lubanski, Cfp®, Rssa® Email & Phone Number

Director of Financial Planning at BLBB Advisors, LLC
Location: Greater Philadelphia, United States, United States 9 work roles 2 schools
1 work email found @blbb.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email r****@blbb.com
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Current company
BLBB Advisors, LLC
Role
Director of Financial Planning
Location
Greater Philadelphia, United States, United States
Company size
22 employees

Who is Ada Lubanski, Cfp®, Rssa®? Overview

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Quick answer

Ada Lubanski, Cfp®, Rssa® is listed as Director of Financial Planning at BLBB Advisors, LLC, a company with 22 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at blbb.com and a matched LinkedIn profile for Ada Lubanski, Cfp®, Rssa®.

Ada Lubanski, Cfp®, Rssa® previously worked as Director of Financial Planning at Blbb Advisors and Senior Financial Planner at Blbb Advisors, Llc. Ada Lubanski, Cfp®, Rssa® holds Certificate In Financial Planning from Temple University.

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Email format at BLBB Advisors, LLC

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*@blbb.com
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AeroLeads found 1 current-domain work email signal for Ada Lubanski, Cfp®, Rssa®. Compare company email patterns before reaching out.

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Profile bio

About Ada Lubanski, Cfp®, Rssa®

Ada joined BLBB Advisors in 2018 and has over 15 years of experience in the financial services industry. As a Senior Financial Planner, Ada is responsible for preparing comprehensive goals-based financial plans for clients including retirement projections, estate planning analysis, Social Security claiming analysis, risk management analysis, and needs analysis. She believes that a successful investment management relationship begins with a customized financial plan tailored to the client’s personal and financial goals.

Current workplace

Ada Lubanski, Cfp®, Rssa®'s current company

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BLBB Advisors, LLC
Blbb Advisors, Llc
Director of Financial Planning
montgomeryville, pennsylvania, united states
Website
blbb.com
Employees
22
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9 roles

Ada Lubanski, Cfp®, Rssa® work experience

A career timeline built from the work history available for this profile.

Senior Financial Planner

Blbb Advisors, Llc

Montgomeryville, Pennsylvania, United States

Founded in 1964, BLBB is an independent, employee-owned, fee-only, multi-custodial financial advisory firm providing fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. We believe financial planning and asset management are dynamic, life-long processes designed to accommodate unique.

Senior Client Service Associate

Glenmede

Greater Philadelphia Area

Created goals-based wealth plans that included client wealth objectives, net worth statements, cash flow projections, investment alternatives and various scenarios for high net worth clients through WealthView, an eMoney Advisor software

Nov 2017 - Sep 2018

Portfolio Management Assistant

The Glenmede Trust Company, N.A.

Greater Philadelphia Area

Facilitated the daily management of High Net Worth individuals' accounts by monitoring for overdrafts, incoming wires, and future distributions and proposing trades for all cash needs

Jan 2015 - Nov 2017

Officer, Trust Administrative Officer

Us Trust

New York, NY

Resolved all operational, technical and discretionary issues encountered in the daily management of the Trust Officer’s book of trusts, IRAs and investment advisory accounts for High Net Worth individuals

Oct 2010 - Jun 2013

Trust Administrative Officer

U.S. Trust

Chicago, IL

Monitored accounts for overdrafts, incoming wires, future cash projections, RMD status and bill payment and coordinated with various departments to ensure efficient administration and seamless client experience

Aug 2009 - Oct 2010

Trust Assistant

U.S. Trust

Chicago, IL

Processed high volume of daily financial transactions, enhancing client satisfaction by ensuring a 99% accuracy rate on all requests and expediting all claims

Nov 2008 - Aug 2009

Administrative Assistant

U.S. Trust

Provided comprehensive support as office manager and receptionist for Wealth Management group

Oct 2007 - Nov 2008
Team & coworkers

Colleagues at BLBB Advisors, LLC

Other employees you can reach at blbb.com. View company contacts for 22 employees →

BG Brian Gallagher, Cfp® Brian Gallagher, Cfp® Colleague at Blbb Advisors, Llc Philadelphia, Pennsylvania, United States, United States View → NB Nicholas Bucci, Cfp® Nicholas Bucci, Cfp® Colleague at Blbb Advisors, Llc Greater Philadelphia, United States View → MB Maisha Bell Maisha Bell Colleague at Blbb Advisors, Llc Montgomeryville, Pennsylvania, United States, United States View → JG Julie Gouveia Julie Gouveia Colleague at Blbb Advisors, Llc Greater Philadelphia, United States View → CJ Cory Jackmuff, Cipm®, Chfc® Cory Jackmuff, Cipm®, Chfc® Colleague at Blbb Advisors, Llc Greater Philadelphia, United States View → GB Greg Billings, Cfa Greg Billings, Cfa Colleague at Blbb Advisors, Llc Ambler, Pennsylvania, United States, United States View → JA John Armstrong John Armstrong Colleague at Blbb Advisors, Llc Greater Philadelphia, United States View → JC J. Curtis Brewer J. Curtis Brewer Colleague at Blbb Advisors, Llc Lafayette Hill, Pennsylvania, United States, United States View → CB Christopher Brown Christopher Brown Colleague at Blbb Advisors, Llc Ambler, Pennsylvania, United States, United States View → BB Bonnie Bell Phr, Shrm-Cp Bonnie Bell Phr, Shrm-Cp Colleague at Blbb Advisors, Llc Philadelphia, Pennsylvania, United States, United States View →
2 education records

Ada Lubanski, Cfp®, Rssa® education

FAQ

Frequently asked questions about Ada Lubanski, Cfp®, Rssa®

Quick answers generated from the profile data available on this page.

What company does Ada Lubanski, Cfp®, Rssa® work for?

Ada Lubanski, Cfp®, Rssa® works for BLBB Advisors, LLC.

What is Ada Lubanski, Cfp®, Rssa®'s role at BLBB Advisors, LLC?

Ada Lubanski, Cfp®, Rssa® is listed as Director of Financial Planning at BLBB Advisors, LLC.

What is Ada Lubanski, Cfp®, Rssa®'s email address?

AeroLeads has found 1 work email signal at @blbb.com for Ada Lubanski, Cfp®, Rssa® at BLBB Advisors, LLC.

Where is Ada Lubanski, Cfp®, Rssa® based?

Ada Lubanski, Cfp®, Rssa® is based in Greater Philadelphia, United States, United States while working with BLBB Advisors, LLC.

What companies has Ada Lubanski, Cfp®, Rssa® worked for?

Ada Lubanski, Cfp®, Rssa® has worked for Blbb Advisors, Blbb Advisors, Llc, Glenmede, The Glenmede Trust Company, N.A., and Us Trust.

Who are Ada Lubanski, Cfp®, Rssa®'s colleagues at BLBB Advisors, LLC?

Ada Lubanski, Cfp®, Rssa®'s colleagues at BLBB Advisors, LLC include Brian Gallagher, Cfp®, Nicholas Bucci, Cfp®, Maisha Bell, Julie Gouveia, and Cory Jackmuff, Cipm®, Chfc®.

How can I contact Ada Lubanski, Cfp®, Rssa®?

You can use AeroLeads to view verified contact signals for Ada Lubanski, Cfp®, Rssa® at BLBB Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Ada Lubanski, Cfp®, Rssa® attend?

Ada Lubanski, Cfp®, Rssa® holds Certificate In Financial Planning from Temple University.

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