Lena Cazabat
Lena Cazabat is a financial advisor and since 2011, has served as the firm’s Director of Client Relations. In this capacity, she assists with many of the day-to-day operations of the firm, specifically around client service needs.
Lena studied finance at Pace University and holds multiple securities registrations including General Securities Representative (Series 7) through LPL Financial, and Uniform Combined State Law (Series 66) through both LPL Financial and Atlas Private Wealth Advisors. She also has a Life, Accident and Health Insurance license. She also holds the Chartered Retirement Planning Counselor (CRPC®) designation conferred by the College for Financial Planning
CRPC® conferred by the College for Financial Planning.
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