EWS- Essential Planning and Investment Basics for Young Adults
By Andrea Young on August 8, 2020
Thank you for joining us for our October 13th for our Empower Women event, Essential Planning and Investment Basics for Young Adults, hosted by Kerry Luria and Susie Borreti Panduku of Lexington Wealth Management. As financial advisors, we are so often asked to talk to adult children of clients about budgeting, managing debt, saving and investing. In our discussion, we offered helpful tips and strategies for those who are starting their financial life or even coming up on milestones such as buying their first home or marriage.
Kerry Luria, RLP ®, is a Managing Director and Senior Wealth Advisor at Lexington Wealth Management. She embraces a holistic approach to working with clients and as a Registered Life Planner, is a careful, empathetic advisor. In her role as Managing Director, Kerry ensures that Lexington’s team, vision and initiatives align with the company’s core values and culture. She understands that wealth management is not a commodity, it is personal, and so is each client’s relationship with us.
Susie Boretti Panduku, CPA, CFP®, is a Wealth Advisor at Lexington Wealth Management. She is a graduate of Bentley University, where she also received her Master’s degree in Financial Planning. Prior to joining Lexington Wealth, Susie worked for RSM in their tax department before switching to wealth management. She focused on high-net-worth families and individuals, specifically on those who owned small businesses in the manufacturing and building materials industries.
Please enjoy the takeaways and podcast interview from this event.
FYI Categories
Events Series
Lexington Wealth Management is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.
These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.
Click here for definitions of and disclosures specific to commonly used terms.
Sign up for LWM Communication
Office
12 Waltham St
Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org ©2025 Hightower Advisors. All Rights Reserved.
Legal & Privacy | Web Accessibility Policy | Our ADV
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary