Join us the second Tuesday of every Month for Tuesday’s with Mommies and Money. Learn the basics of finance from 2 women financial advisors who are here to help you!
All you have to do to join in with us is register for this ongoing event. You’ll be updated each month with the topics and call in info. Next class starts in .
FREEBIE! TO LISTEN TO CLASS 1: CLICK HERE
To join in on the rest of this event you must register!
NEXT CLASS: Tuesday, Dec 11th at 12pm EST/ 9am PST
Danielle Lucht Is a Financial Advisor with Park Avenue Securities, at Alliance Financial Group, in Fort Myers, FL. She joined the firm in 2004. Danielle’s professional role and goal for her clients is to help them realize their financial dreams. While most advisors focus on wealth accumulation and distribution, her focus is to help clients better understand the impact their day to day decisions have on their household finances. More importantly, how those decisions impact college planning, debt repayment, and retirement.
She prides herself on the relationship that she builds with her clients and the values she brings to the picture – integrity, honestly, and frankness on how the real world works. She brings to the table a working knowledge for banking institutions from her time working at the Library of Congress Federal Credit Union. Her community service experience includes: chairing The American Cancer Society’s Cattle Baron’s Ball in Fort Myers, serving as President for the Southwest Florida Chapter of the Nat’l Assoc. of Women Business Owners, and an active member of the Junior League of Fort Myers.
Danielle has a BA in Psychology from The Catholic University of America and completed her MA in Fine Arts from New York University. She is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 14021 Metropolis Avenue, Fort Myers, FL 33912. Her phone number is (239) 561-2900. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS.
PAS is a member FINRA/SIPC.
Christine Lapidus is a Financial Professional with Alliance Financial Group in Fort Myers, FL. She has been an entrepreneur and small business owner for the past 25 years. Chris’ goal in working with her clients is to move them closer to financial balance and to make sure that they are properly protected. She wants to ensure that what they have today and what they will have tomorrow will not be exposed to unnecessary risk.
In the relationships that she builds with her clients, she changes their financial lives. Having owned a business in the fashion industry in New York to owning educational toy stores in Fort Myers and Naples, Chris shares her valuable experience with her clients translating finance into common sense. She is involved with the Galisano Children’s’ Museum in Naples, teaches religious school on Sundays and is the Executive Vice President of the Collier Lee Chapter of Hadassah.
Chris has a BA in French from St. Peter’s College. She is a Registered Representative of Park Avenue Securities LLC (PAS), 14021 Metropolis Avenue, Fort Myers, and FL. 33912. Her phone number is (239) 561-2900. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS.