Lana Light, Financial Advisor

FINANCIAL ADVISOR
Lana Light

CFP®, CRPC™
7569 West Sand Lake Rd, Orlando, FL 32819opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Divorce Finances
  • Insurance & Annuities

About Lana

Welcome! If you are here, you have taken the first step on an important journey, one I am committed to walk with you. What legacy do you want to create?

My favorite part of being a financial advisor is partnering with my clients, who really feel more like family, throughout every stage of life. Whether you are working on preparing for or enjoying a successful retirement, focused on educational saving strategies or addressing needs for insurance or estate considerations – many are working towards several goals at the same time – working closely with you, your CPA, attorney and other professionals,...

Work History

  • Edward JonesFebruary 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • University of LatviaMasters
  • University of LatviaBachelors

Personal Interests

  • Traveling
  • Pets
  • Dancing
  • Gardening
  • Music

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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