Tessie is CERTIFIED FINANCIAL PLANNER™ practitioner at the Lubitz Financial Group. Her primary focus is to assist families, business owners and executives to achieve their financial goals. She specializes in working with clients to plan for many of life’s transition such as a career change, retirement, divorce or the loss of a loved one. Tessie also provides investment advisory services for individuals, families, Pension Plan trustees and Endowment Funds. She is responsible for designing tax efficient portfolios and is the author of the firm’s investment Newsletter.
She has over 20 years of experience in senior executive roles in Fortune 100 companies. Tessie has an MBA from the University of Miami with a concentration in Finance and a Bachelor’s Degree in Electrical Engineering. She is also a Certified Divorce Financial Analyst™ and a Chartered Retirement Planning Counselor. She will be receiving shortly her certificate as a Certified Professional Coach from the University of Miami to help clients produce fulfilling results in their personal and professional lives.
Tessie is on the Board of Directors of the Miami-Dade Financial Planning Association and committee chair of the Financial Alliance Council, an organization that provides financial education opportunities to military populations throughout Florida. She is also actively involved in educating military personnel at the U.S. Southern Command Center.