LPL advisors recognized on the list include:
Sandra Cho, Pointwealth Capital Management, Encino, Calif. Loreen Gilbert, WealthWise Financial Services, Irvine, Calif.
- Kristina Kuprina,
Sequoia Wealth Advisors & Investment Management Inc., San Jos, Calif. Shari Miller, LPL Financial, La Jolla, Calif. Laila Pence, Pence Wealth Management, Newport Beach, Calif. Winnie Sun, Sun Group Wealth Partners, Irvine, Calif. Anh Tran, JanHobbs Financial Group, Orange, Calif. Monika Windle, Financial Plan Deisgn, La Mesa, Calif. Lori Price, Price Financial Group, Wilton, Conn. Joan Valenti, LPL Financial, Farmington, Conn. Judy VanArsdale, Lakeview Wealth Management, Deer Park, Ill. Gina Bolvin Bernarduci, Bolvin Wealth, Boston, Mass. Deborah Goodman, Goodman Advisory Group, Needham Heights, Mass. Susan Kaplan, Kaplan Financial Services, Newton, Mass. Lisa Guzek Montagne, LGM Wealth Management, Bloomington, Minn. Deborah Danielson, Danielson Financial Group, Las Vegas, Nev. Julia Carlson, Financial Freedom Wealth Management Group, Newport, Ore. Kristy Motta, Consolidated Financial Management, Beaverton, Ore.
- Lisa Bodine, Penn Wealth Planning,
New Hope, Penn. Sarah Carlson, Fulcrum Financial Group, Spokane, Wash. Lori Watt, IAG Wealth Partners, Waukesha, Wis.
“This is a prestigious list of very accomplished women advisors, and I congratulate each of these dedicated and talented advisors on behalf of the entire LPL family,” said
See the full 2020
**Based on total revenues, Financial Planning magazine June 1996-2019
This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither
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