Vicki  Lublin,  CFP<sup>&reg;</sup> - Financial Advisor

Vicki Lublin, CFP®

Owner/President

Financial Matters

W375 N7847 Tamarack Dr
Oconomowoc, WI 53066
FINANCIAL ADVISOR'S WEBSITE
(262) 468-4865

General

Vicki Lublin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Matters in Oconomowoc, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Investment Advisor

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Royal Alliance Associates, Inc.

Broker-Dealer Disclaimer

Securities Offered Through Royal Alliance Associates, Inc. Member FINRA/SIPC
Advisory Services Offered Through Financial Matters, a Registered Investment Advisor, not affiliated with Royal Alliance Associates, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Long-term Care, Women's Finances

More

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