“One of the things I bring to the table with my clients is I want them to dream.”
What is your dream? This is something Lena Rizkallah of Conte Wealth Advisors asks her clients frequently. From there, she helps them identify a plan and prepare their finances to align with those goals. But, financial services wasn’t Lena’s first career choice. As a first-generation Palestinian American, she began her career journey as an immigration lawyer, but later found herself enticed by the world of finance. Now – she continues making a difference in peoples’ lives, but now in the form of wealth management. Don’t miss this episode of Cambridge Stronger as Lena shares her niche in helping women and small businesses develop plans to help them reach their financial goals. She also shares her passion behind working with millennials and Gen-Xers, how she helps them prioritize major life events, and why she encourages her clients to plan and prepare for their dreams.
Tune into Episode 182: Planning for Your Dreams, as Lena joins Cambridge CEO Amy Webber to discuss:
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.
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.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Conte Wealth Advisors and Cambridge are not affiliated.
Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.
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