CJ Lovsted

Partner

For nearly a decade, I’ve had the opportunity to help individuals and families turn years of hard work into a retirement they can feel confident about.

My job is to bring the different pieces of retirement planning such as investments, taxes, Social Security, and long-term goals together into one plan that’s easy to understand and built around your life.

As a CFP® professional and RICP®, I bring the technical knowledge to help navigate the details, but I believe the most important part of my job is much simpler: getting to know you, understanding what you want your retirement to look like, and helping you build a plan to get there.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.