Lu Han

1919 Investment Counsel, Senior Client Advisor

Linkedin

Career Highlights

• Co-founding the Women & Wealth initiative at 1919

• Heading the NY sales effort within five years of joining the firm

• Winning consolidated assets and referrals from existing clients

• Training an entire cohort on financial planning

Failures

• Moving on from heading the sales effort before fully realizing the vision

• Business not closed or won

Current Focus

• Strengthening planning and investment offering with existing clients to increase referrals; building out a stellar planning team; increasing planning depth across the firm

Hobbies

Rock climbing, Writing, Running, Snowboarding

Talk to me about

• Roth conversions and tax diversification

• Financial planning methodologies

• The pros and cons of Monte Carlo simulations

• Factors women should think about when planning their financial future

• How to account for your specific background and requirements in building a financial blueprint

I want to talk to you about

• What do you need right now to feel better, and more in control of your financial situation?

• What prevents you from taking steps in that direction?

• What do you wish your financial advisory team could do for you?