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Lynne C. Email & Phone Number

CEO and Retirement Plan Advisor and Accredited Investment Fiduciary at EMERALD WEALTH MANAGEMENT, INC. - USA
Location: Newport Beach, California, United States 5 work roles 5 schools
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Current company
EMERALD WEALTH MANAGEMENT, INC. - USA
Role
CEO and Retirement Plan Advisor and Accredited Investment Fiduciary
Location
Newport Beach, California, United States
Company size
27 employees

Who is Lynne C.? Overview

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Quick answer

Lynne C. is listed as CEO and Retirement Plan Advisor and Accredited Investment Fiduciary at EMERALD WEALTH MANAGEMENT, INC. - USA, a with 27 employees, based in Newport Beach, California, United States. AeroLeads shows a matched LinkedIn profile for Lynne C..

Lynne C. previously worked as CEO/Retirement Plan Advisor/Accredited Investment Fiduciary at Emerald Wealth Management, Inc. - Usa and CEO-EWM at Emerald Wealth Management, Inc. - Usa. Lynne C. holds Master Of Business Administration (Mba), Business & Finance from Pepperdine University, The George L. Graziadio School Of Business And Management.

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Email format at EMERALD WEALTH MANAGEMENT, INC. - USA

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EMERALD WEALTH MANAGEMENT, INC. - USA

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Profile bio

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.

Listed skills include Leadership, Financial Advisory, Public Speaking, Working With Brokers, and 40 others.

Current workplace

Lynne C.'s current company

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EMERALD WEALTH MANAGEMENT, INC. - USA
Emerald Wealth Management, Inc. - Usa
CEO and Retirement Plan Advisor and Accredited Investment Fiduciary
Newport Beach, CA, US
Website
afe-usa.org
Employees
27
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Company profile
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5 roles

Lynne C. work experience

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

Ceo And Retirement Plan Advisor And Accredited Investment Fiduciary

Emerald Wealth Management, Inc. - Usa

Newport Beach, Ca, Us

Ceo/Retirement Plan Advisor/Accredited Investment Fiduciary

Current
Emerald Wealth Management, Inc. - Usa

United States

Provides Fiduciary Advisory/Consultancy Services to the 401(k) and Retirement Plan Marketplace.

Jan 2010 - Present

Ceo-Ewm

Current
Emerald Wealth Management, Inc. - Usa

United States

Aug 2022 - Present

In-House Counsel

Emerald Wealth Management, Inc.

Us Domestic

Private In-House Counsel to Emerald Wealth Management, Inc., On-going Organizational Management, IT Integration and Installation, Personnel Hiring, Management and Development, Advertising & Marketing Strategy Development, Implementation and Tracking.

Jan 2000 - Jan 2010
Team & coworkers

Colleagues at EMERALD WEALTH MANAGEMENT, INC. - USA

Other employees you can reach at afe-usa.org. View company contacts for 27 employees →

MR Mae Rochelle Reguyal Mae Rochelle Reguyal Colleague at Emerald Wealth Management, Inc. - UsaUnited States View → JV Jimmy Van De Veire Jimmy Van De Veire Colleague at Emerald Wealth Management, Inc. - UsaRoswell, Georgia, United States View → CV Candy Valenciano Candy Valenciano Colleague at Emerald Wealth Management, Inc. - UsaUnited States View → JC Jen Coito Jen Coito Colleague at Emerald Wealth Management, Inc. - UsaAustin, Texas, United States View → R“ Robert “Bob” Coyle Robert “Bob” Coyle Colleague at Emerald Wealth Management, Inc. - UsaIrvine, California, United States View → ES Erin Sanders Erin Sanders Colleague at Emerald Wealth Management, Inc. - UsaAustin, Texas Metropolitan Area, United States View → MH Marcia Hackfort Marcia Hackfort Colleague at Emerald Wealth Management, Inc. - UsaPanora, Iowa, United States View → AS Alex St. Claire Alex St. Claire Colleague at Emerald Wealth Management, Inc. - UsaSugar Land, Texas, United States View → JA Jonathan Alfaro Jonathan Alfaro Colleague at Emerald Wealth Management, Inc. - UsaNaranjo, Alajuela, Costa Rica View → OM Orlando Martinez Orlando Martinez Colleague at Emerald Wealth Management, Inc. - UsaUnited States View →
5 education records

Lynne C. education

C(K)P, Certified 401K Practioner

Student At Trau In Collaboration With Ucla School Of Mgmt Exec Education
FAQ

Frequently asked questions about Lynne C.

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

What company does Lynne C. work for?

Lynne C. works for EMERALD WEALTH MANAGEMENT, INC. - USA.

What is Lynne C.'s role at EMERALD WEALTH MANAGEMENT, INC. - USA?

Lynne C. is listed as CEO and Retirement Plan Advisor and Accredited Investment Fiduciary at EMERALD WEALTH MANAGEMENT, INC. - USA.

Where is Lynne C. based?

Lynne C. is based in Newport Beach, California, United States while working with EMERALD WEALTH MANAGEMENT, INC. - USA.

What companies has Lynne C. worked for?

Lynne C. has worked for Emerald Wealth Management, Inc. - Usa, Afe (Association Of Financial Educators), and Emerald Wealth Management, Inc..

Who are Lynne C.'s colleagues at EMERALD WEALTH MANAGEMENT, INC. - USA?

Lynne C.'s colleagues at EMERALD WEALTH MANAGEMENT, INC. - USA include Mae Rochelle Reguyal, Jimmy Van De Veire, Candy Valenciano, Jen Coito, and Robert “Bob” Coyle.

How can I contact Lynne C.?

You can use AeroLeads to view verified contact signals for Lynne C. at EMERALD WEALTH MANAGEMENT, INC. - USA, including work email, phone, and LinkedIn data when available.

What schools did Lynne C. attend?

Lynne C. holds Master Of Business Administration (Mba), Business & Finance from Pepperdine University, The George L. Graziadio School Of Business And Management.

What skills is Lynne C. known for?

Lynne C. is listed with skills including Leadership, Financial Advisory, Public Speaking, Working With Brokers, Human Resources, Retirement Income Strategies, Insurance, and Retirement Planning.

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