Lourdes Corujo

I am a financial professional with more than 35 years of experience helping individuals, families, and business owners make informed financial decisions.

My educational background includes a Bachelor of Business Administration in Marketing, a Master of Business Administration in Finance, and the professional designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®), both earned through The American College of Financial Services. My practice focuses on helping clients address some of life's most important financial challenges, including retirement planning, wealth preservation, estate planning strategies, business succession planning, and life insurance solutions. I believe financial planning is not simply about numbers—it is about understanding the real-life consequences of financial decisions and creating strategies that align with each client's goals and values. I take pride in building long-term relationships based on trust, education, and personalized guidance. My goal is to help clients gain clarity, confidence, and peace of mind as they work toward their financial objectives. As a lifelong learner, I remain committed to continuing education and staying current with industry developments so I can provide thoughtful and informed guidance to those I serve. I look forward to the opportunity to learn about your goals and discuss how I may be able to help.