About Lena Rizkallah

Lena Rizkallah is a ‘recovering’ attorney and holds FINRA Series 7 and 63 licenses, and Chartered Retirement Planning Counselor (CRPC) designation. Rizkallah has almost 20 years of experience delivering research and insights to the financial industry. An avid storyteller, and dynamic writer and communicator, she has spent her career researching and providing thought leadership on personal income tax, retirement and financial planning. Rizkallah is passionate about empowering clients to make goal-oriented decisions through education and advice.

She specializes in helping women and small businesses plan for their financial goals and works with millennials and Gen-Xers to help them build and invest wealth and prepare for life events. Rizkallah is a retirement expert and specializes in social security claiming strategies, Medicare and income in retirement. She lives and works in New York City and Hudson Valley, New York.

Rizkallah enjoys writing comedy and storytelling and loves hiking, cycling, yoga, cooking, and traveling the world on her frequent flier miles.

https://www.contewealth.com/team/lena-s-rizkallah/

Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.