Lynn Torre, CFP<sup>®

Lynn Torre, CFP®

President

Phone: 630-858-8290
Fax: 630-858-8294
E-mail:


Lynn has been in the financial services industry since 1997, offering investment solutions and insurance products.  She holds a BS degree in Consumer Education from the University of Maryland and has a broad base of experience in finance related areas including pension benefits, real estate, charitable giving and financial aid.  With a desire to expand her services and focus on helping women, she established Financial Transitions Ltd. in 2006.

As an independent investment advisor representative and CERTIFIED FINANCIAL PLANNERTM professional she helps each client look at the "big picture" of their finances and design a practical plan for their unique situation. Having experienced divorce first hand, Lynn is passionate about educating and assisting women who would like to create a new financial reality for themselves.  "This is the perfect time to look inward, discover one's true worth and evaluate what is really important in life."

Lynn recently created the WISDOM WAY to Financial FreedomTM.  This is a wholistic approach to financial planning that helps clients explore their thoughts and behaviors in numerous money areas and how they impact reaching their goals.  Some areas that are addressed include goal setting, investments, insurance, saving and spending, estate planning and beliefs about money.

An educator at heart, she offers seminars and workshops which are designed to help people understand investments, examine their relationship with money and manage their cash flow.  Lynn believes that "if you first change your money mindset, you are more likely to stick to your plans and successfully achieve your financial goals".

Lynn is a graduate of Speaker's University, of the National Speakers Association - Illinois Chapter.  Her speaking venues have included: the U.S. Department of Labor Women's Bureau, AARP's Your Money and Your Life conference, several Illinois Chamber of Commerce Women in Business groups,  Lisle Chamber Young Business Professionals, the Women's Health and Business Symposium and the Community Career Center, Naperville, IL.

She touches peoples hearts and minds with her inspirational poetry in her first book of inspirational poetry, Dance of the Leaf.  Lynn has one grown son and her hobbies include writing, dancing, biking and travel.

Lastly, she is a member of the Financial Services Institute, DivorceIllinois.org, Wheaton Chamber of Commerce, and the Dynamic Professional Women's Network (DPWN).

Through American Portfolios Financial Services Inc, she offers a wide range of securities.  Investment advisory services are offered through Regal Investment Advisors, an SEC Registered Investment Advisor.