Lucy Valandra, CFP®

Philosophy on Financial Planning

Financial planning is more than just numbers; it's about empowering individuals and families to achieve their life goals and dreams. Throughout my career, I've seen the transformative impact of holistic financial planning on people's lives. By addressing all aspects of their financial picture, from budgeting and investing to estate planning and risk management, we can provide our clients with a roadmap to financial security and peace of mind.

Three Favorite Words

Balance | Grace | Integrity

Childhood Collection

In what should have been an indicator that I would later get into the financial world professionally (and have always been a bit of a nerd!), I delved into the world of finance by participating in my school’s stock club during middle school. As fate would have it, my friend entrusted me with managing her portfolio, a responsibility I embraced wholeheartedly. Through diligent research and careful analysis, I guided her investments, ultimately achieving remarkable success. Her account was the top performer in our club, earning her the coveted prize of a day off from school to shadow a financial advisor and receive a bond certificate. An achievement that solidified my passion for finance and inspired my journey towards becoming a financial professional.

A Quote on my Desk

"If you look at what you have in life, you’ll always have more. If you look at what you don’t have in life, you’ll never have enough.” – Oprah Winfrey

You might bump into me…

Walking on the Border to Border trail with our dogs & soon to be stroller in tow…Summer weekends spent on Lake Michigan and winters up on the slopes at Nubs Nob.

Background

I graduated from Sweet Briar College with a degree in Business and a focus in Marketing. Prior to working in the financial sector in 2018, I gained valuable experience in non-profit management for 3 years at the Great Meadow Foundation.

Transitioning into the world of finance, I joined an RIA in Virginia, where I spent over five years growing into a Lead Financial Advisor role. Along the way, I obtained my CERTIFIED FINANCIAL PLANNER™ designation in 2022 and completed the Leadership Fauquier program in 2020. It was during this time that I discovered my passion for helping individuals and families achieve their financial goals.

Returning to Michigan to be closer to family, I am thrilled to have found a home at Pearl Planning. Here, I am committed to providing personalized, fiduciary financial services to young professionals and families, ensuring they have access to the support and guidance they need to thrive.

Outside of work, I reside in Dexter with my husband, Tom, with our two dogs & eagerly anticipating the arrival of twin boys. In my free time, I enjoy traveling with my family, exploring new destinations & cuisine, and indulging my love of dressage.