Lucy Valandra

turning grit into growth

My Journey from Equestrian Dreams to Financial Planning

By Lucy Valandra / December 4, 2024

  From an early age, I’ve always had a passion for setting and achieving big goals. My journey into financial planning started with a middle school stock club, where I […]

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Unlocking the power of Roth IRAs with Lucy Valandra, CFP

Unlocking the Power of Roth IRAs with Lucy Valandra, CFP®

By Lucy Valandra / August 16, 2024

If you’re not sure what a Roth IRA is or why it’s worth considering, read on! A Roth IRA is a special type of individual retirement account that offers unique […]

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