Empower Women Pod - The Encore

Our latest EWS event was hosted by Kerry Luria and Susie Borreti Panduku of Lexington Wealth Management. As financial advisors,they are 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 o