Speaking Events

As a subject-matter expert on financial planning, I have traveled the US and Canada presenting to audiences of advisors, attorneys, accountants and individual investors for 25 years. My presentation style is informative, consultative and engaging; I enjoy leveraging my experience and knowledge in financial services to bring educational, practical insights to audiences that leave them empowered to take action.

Speaking topics:

Financial planning/education

Retirement Income Strategies

Retirement Planning for Business Owners

Social Security Secrets Revealed

Women and Money

Other topics on request!

If you are a company or organization that wants to provide value-add education, please reach out!

Hi, I’m Lena!

I’m a financial advisor, recovering attorney, national speaker and story-teller with over 20 years experience in the financial industry.

Learn more about Lena, her work with clients and women in particular, and her journey in the financial planning industry here.

Five years ago, I decided to leverage my experience in finance to work with individuals and families. Money and investing can be confusing and anxiety-inducing—but it’s crucial for individuals to take control of their financial life and prioritize saving, spending and investing, I want to help people do this -without the anxiety, drama, shame and other emotions that follow. .

I lead with education and have a passion for turning the most complex financial concepts into understandable and actionable strategies. My role as your advisor is to understand what you strive for in life, help to develop the blueprint towards your goals, and guide you along the way.

Along with the expertise I bring to my clients, I am proud to be supported by a team of advisors who bring a wealth of experience and knowledge on the market and financial planning via Conte Wealth Advisors.

Prior to joining Conte Wealth Advisors in 2019, I spent my career in financial services as a subject-matter expert and speaker, researching, writing and presenting strategies on tax, retirement and estate planning for several financial companies such as JP Morgan, John Hancock and independent organizations. It was a great way to visit 46 states and all the beautiful cities and towns in between!

I am lucky to call NYC my home for the past 26 years as well as the Hudson Valley for the past 7 years --and counting!  In my spare time, I’m a storyteller, aspiring comedic writer and avid traveler.  My physical and mental health are powered by cycling, yoga, hiking, food, laughter, community and God!

Licenses: Series 7, 63, NY Health & Life Insurance and CRPC.  Education: BA in Government and Politics; minors in French and Italian languages from University of Maryland; Juris Doctor from Widener University School of Law.

Click here to download Lena’s bio…

Check the background of investment professionals on FINRA’s BrokerCheck.