Basic Information
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Company
The Blunt-Lippert Financial Strategies Group of Wells Fargo Advisors -
Phone
502-744-6569 -
Email
lenny.lippert@wellsfargo.com -
Mobile phone
480-617-0907 -
Website
www.bluntlippert.com -
About me
It is my honor and privilege to help a select group of clients build, manage, and protect their wealth, and to be there for them during times of transition -- planned and unplanned.
I believe one size fits one size and that every client’s size is different and unique which is why listening plays such a critical role in my practice. Sound financial decision-making is a product of understanding my clients’ current situation, their past experiences, and their goals and objectives for the future. It also calls for thoughtfulness, discipline, and patience to help my clients balance their emotions and feelings about money with logic and reason.
I earned a Bachelor’s degree in Business Administration from Avila University, and I’m committed to life-long learning and professional development. My practice focuses on the Four Cornerstones of Wealth Management: Investments; Banking, Borrowing and Liability Management; Non-Portfolio Risk Management using insurance and other asset protection strategies; and Estate Planning and Charitable Giving Strategies.
Background
In my formative years, I witnessed people very close to me battle personal challenges and struggle with their finances. That was my catalyst to study and enter the field of financial planning. To teach and educate my clients and their family members about principles of sound investment and wealth management. To provide advice and guidance that is objective, unbiased, tax-efficient, and cost-effective. And to help my clients overcome setbacks and adversities just a vigorously as I enjoy celebrating their successes and accomplishments with them.
Only one thing matters more to me than my clients – my young son, Ledger. He serves as a constant reminder of the importance and impact of my work on my clients and their families -- now and for generations to come. -
Profession
Wealth Management -
Title
Wealth Financial Advisor
Contact Information
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City / Town
Nationwide -
LinkedIn Profile
https://www.linkedin.com/in/lennylippert/
Education
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College / University
Avila University