Edward Jones - Financial Advisor: Lana Light, CFP®|CEPA®|CRPC™

Reviews

• BT

  Bryan Torres

  Nov 12, 2024
  5.0
  Lana is a wealth of knowledge. Someone who has mastered their craft with a firm understanding of the market and how to maneuver its ups and downs. Highly recommend to anyone, regardless of financial experience/health. She will help create a plan that makes sense no matter the budget. When you think of a Certified Financial Planner, think Lana Light.
• DR

  Daniel Rosa

  Oct 18, 2021
  5.0
  Thank you Lana for being a lifesaver in my financial world! In the few years Lana has been my financial adviser she has managed to take care of my investments in a very professional and prosperous way. Real Estate has been my trade for many years, and good profits has been made. The ROI on real estate is considered a great way to grow your fortune. After partnering up with Lana I now see greater results trusting her skills and knowledge 100 % ! And RESULTS are now without the hassle of tenants, ongoing maintenance, property taxes and home insurances. My highest recommendation for this professional and caring Financial Advisor Lana Light!! I trust her with my life : )
• EH

  Eva Halpern

  Oct 17, 2021
  5.0
  Lana Light is very professional and always available to answer questions. She has a gift to make complex concepts sound simple. I appreciate her as my advisor.
• LC

  Lenies Cardona

  Aug 20, 2020
  5.0
  Lana Light is one of the most caring, attentive, selfless, and professional person I have ever dealt with. She knows the market and creates portfolios based on your needs which also includes any fear you may have moving forward. She introduces ideas and her perspectives on what you can do with other investments even when it doesn’t pertaining to the market. She follows up with each individual every year with a fully prepared list of questions that helps her complete your future portfolio leaving you with peace of mind that your money is in good hands. She is a true asset!!
• OH

  Olivia Hill

  Aug 18, 2020
  5.0
  Lana is an excellent financial advisor. I was very new and very nervous to start investing but she has not only reassured me along the way, but has also educated me about investing. She is very patient and knowledgeable and makes sure I understand the process and where my money is being invested. She available to answer questions and is very professional. As an accountant I have been introduced to many financial advisors, but Lana is different and I would highly recommend her.

Frequently Asked Questions About Edward Jones - Financial Advisor: Lana Light, CFP®|CEPA®|CRPC™