Great Lakes Wealth Planning, LLC.

CONNECT

Address:

26107 Harper Avenue
St. Clair Shores, MI 48081

Phone:

Office: (586) 773-6800,Toll-Free: (877) 726-8368

Fax/Other:

(586) 773-6801

Lynn Habrowski, CFP®, CFS

Lynn Habrowski, CFP®, CFS

Financial Advisor

Business

In 2004 I became a financial planner with LPL Financial working with my clients to help crystallize their financial goals and develop comprehensive plans to work toward those goals.  Because of this “planning” driven approach, long-term client relationships are the cornerstone of my business.

15 years in engineering taught me that you need a defined plan and a specific process to handle the volatility of the market and to help reduce emotional decisions to pursue your financial goals.  With this in mind, I use a repeatable process, with specific rules, to determine my client’s exposure to the market.  This process, coupled with a clear understanding of my client’s investment risk tolerance, is used as the basis for each client’s investment allocation.

I have a crucial ability for taking complex topics and ideas and presenting them in a clear and concise format that helps my clients understand the current market environment and how they are going to address their financial goals.

Education

I graduated with a Bachelor of Science from Walsh College and went on to a successful career in software development and engineering.  Ultimately financial planning, my original career goal, called me back and I completed the requirements for the Series 66, Series 7 (through LPL), and Life and Health to becoming a financial consultant with LPL Financial.  I chose LPL Financial because they are one of the leading independent financial firms in the industry. 

In 2009 I received my Certified Fund Specialist (CFS) accreditation from the Institute of Business and Finance and in 2012 full-filled the requirements to become a Certified Financial Planner CFP®.  To earn the CFP® designation, I had to complete an approved comprehensive education program, pass a rigorous examination, and meet stringent educational and work experience requirements.

Interests

Tom, my husband, and I were married in 1990.  I enjoy spending time with family, playing tennis, reading, playing the piano and have earned a 2nd degree black belt in Tae Kwon Do.

Phone (586) 773-6800
Fax (586) 773-6801
Mobile Phone (586) 306-8943