Lydia Newby (CFP®)
Lydia Newby focuses in the
following client markets or areas of practice:
- Charitable Giving
- Hourly
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Hourly
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
NAPFA Start Date
March 09, 2018
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