Lena C. Abissi, EA, CFP®
Home » Our People »
Lena C. Abissi, EA, CFP®
My clients are my first priority. My education, training, and all of my experience go into the work I do for them.
Providing Financial Peace of Mind
Whether dealing with a tax problem or looking to the future, when someone's financial peace of mind is at stake, it's imperative that I stay current with the latest tax and financial planning developments. This way, I can better coordinate the options for my clients.
The Role of Education
Education is very important to gain the skills and techniques necessary to provide the best financial planning services. I continuously update and challenge my skills and knowledge to give my clients the best advantage.
• Graduate: B.A., University of Pennsylvania
• Graduate: M.A., Indiana University
• Certified Financial Planner Licensee
• Enrolled to practice before the IRS
• Continuing Education: 40 hours annually in Taxation and Financial Planning
Professionally Driven
In my 19 years experience I have enjoyed meeting people and been drawn to helping them reach their financial goals. I enjoy teaching people who are interested in learning how to improve their personal financial situation or small business finances. The more they know about finances, the more I can help them. My goal is to treat clients the way I would like to be treated.
Professional Memberships & Accomplishments
Being an active member of professional organizations provides me with information and experience that helps me better serve the needs of my clients.
• National Association of Enrolled Agents
• College for Financial Planning
• Lecturer: "Trusts and Estate Planning," "Small-Business Benefits Planning"
• Award Recipient: Outstanding Young Woman of America,1984
• Seminar Producer: Personal Financial Planning
On a Personal Note
Before working with Culver, Wood & Culver, I taught at the college level and was a test prep coach for several levels of standardized tests. Outside of work I enjoy reading, rock climbing and mountaineering, as well as spending time with my husband, Frank, our two college aged sons, Andrew and Paul, and our dog, Pearl.
