Portrait of Lena Rizkallah

Lena S. Rizkallah

JD, CRPC® Financial Advisor (888) 717-2921

Lena S. Rizkallah Specializes In:

  • Comprehensive Financial Planning
  • Retirement Planning
  • Social Security Planning
  • Business Retirement Planning
  • Wealth Management
  • Socially/Environmental Conscious Investing
  • Income Strategies
  • Multi-Generational/Estate Planning
  • Women and Investing
Location

New York, NY

Education

Bachelor of Arts, Government & Politics with minors in French and Italian languages – University of Maryland College Park; Juris Doctor (JD) – Widener University School of Law

Licenses

FINRA Series 7, 63, Maryland State Bar, New York State Life, Health & Variable Annuity License

Bio

Lena is a ‘recovering’ attorney, licensed Series 7 & 63 and CRPC® designation, with almost 20 years experience delivering research and insights to the financial industry. An avid storyteller, and dynamic writer and communicator, Lena has spent her career researching and providing thought leadership on personal income tax, retirement and financial planning and is passionate about empowering clients to make goal-oriented decisions through education and advice.

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

When she’s not talking finance, she enjoys writing comedy and storytelling and loves hiking, cycling, yoga, cooking and traveling the world on her frequent flier miles.

 

Check out the background of investment professionals on FINRA’s

Thought Leadership

Chronogrammies 2023 winner logo

Lena was named Best Financial Planner of the 2023 Chronogrammies Readers’ Choice Award.

Ramsey SmartVestor Logo

 

 

 

 

The Chronogram Financial Planner Readers’ Choice award 2023 is based on a poll of the Magazine’s readers, results released July 2023. This award is not based on investment performance. Recipients of the Chronogrammies Readers’ Choice Poll were nominated by readers of the magazine.  This recognition is not representative of any investment performance or returns.

Looking for a Better Client Experience

Schedule your Introductory Call Today

News & Events

What To Do When Your Income Reaches 7 Figures

Did you recently add a second comma to your bank balance? Has a recent financial event raised your ...
Read More

Budget Check Up: Tax Time Is the Right Time

Every year, about 140 million households file their federal tax returns.For many, the process invol...
Read More

Grandparents & 529s

December 6, 2023 | Patrick Barry, AIF® I’ve received a few questions lately regarding potenti...
Read More