Lucy E. Walther,  CFP<sup>&reg;</sup> - Financial Advisor

Lucy E. Walther, CFP®

Financial Advisor

Edward Jones Investments

4100 Newport Pl, Ste 190
Newport Beach, CA 92660
(888) 301-8101
(949) 250-8100

General

Lucy Walther is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Edward Jones Investments in Newport Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources