Womens Wealth Management Archives

IRVINE, Calif. /ScoopCloud/ -- Dr. Nevine Carmelle, a celebrated professional who's dedicated to the field of finance, recently authored, "Wealth and Business Planning Strategies: The Ultimate Guide for Wealth Management, Privacy & Prosperity for Business Owners" (ISBN: 978-0692562017). Available in paperback and Kindle edition, the book quickly became a bestseller on Amazon.com.

One reader said, "I recently quit my corporate job and was realizing my dream of being a female business owner. I knew my business area of expertise, but was somewhat of a newbie when it came to the financial aspects of business ownership. Nevine Carmelle's advice and the information in her book helped me navigate those obstacles and allowed me to become successful in the pursuit of my dream."

The author is recognized by many as a "wonder woman" who has obtained multiple licenses and certifications in the areas of finance, real estate, tax and the law. She's a licensed real estate agent, insurance agent and international arbitrator. In essence, she's a one-stop-shop for many issues.

For the past five years, she's been certified in court mediation and divorce mediation and mediated all types of litigation cases such as landlord/tenant, evictions, partnership disputes and more. During her spare time, she contributes to those less fortunate as a Goodwill Ambassador. Fluent in Arabic and English, with a healthy knowledge of French, German, Italian, Spanish and Portuguese, she hopes to become a U.S. ambassador.

About Dr. Nevine Carmelle:

Dr. Nevine Carmelle has been included in Marquis Who's Who, excels as an enrolled agent with the IRS and is the founder and CEO of Attorney Network. She's negotiated tax liens, levies, payment plans and offers in compromise and has represented clients with tax audits and appeals. Her specialties include retirement planning, charitable gifting, insurance planning, estate planning, business compensation and real estate matters.

She has extensive experience in the structures of business planning for individuals, corporations, partnerships, limited liability companies and S-Corporations in the U.S. and abroad. She's been a featured speaker on tax and financial matters at many professional seminars, and has been interviewed on TV and radio shows about business strategies and financial structures.

For more information: http://www.nevinecarmelle.com/

*PHOTO link for media: https://www.Send2Press.com/300dpi/19-1029s2p-wbplanning-book-300dpi.jpg
*Photo Caption: "Wealth and Business Planning Strategies: The Ultimate Guide for Wealth Management, Privacy & Prosperity for Business Owners."

Dr. Nevine Carmelle, a celebrated professional who's dedicated to the field of finance, recently authored, "Wealth and Business Planning Strategies: The Ultimate Guide for Wealth Management, Privacy & Prosperity for Business Owners" (ISBN: 978-0692562017). Available in paperback and Kindle edition, the book quickly became a bestseller on Amazon.

Related link: http://www.nevinecarmelle.com/

CLEVELAND, Ohio /ScoopCloud/ -- Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably "yes" and the recently launched Luma Wealth Advisors is ready to meet their planning needs.

Luma Wealth Advisors was established to provide women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn and connect with other women facing the same issues as they are.

Research has found that many affluent women are dissatisfied with the financial services industry and have had poor advisory experiences. A 2011 study, titled "Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them?" was co-authored by Heather Ettinger, founder of Luma Wealth Advisors. Published by The Family Wealth Advisors Council, the study showed that many women feel they are not being heard or respected, and their needs are generalized as homogeneous "women's issues."

Luma Wealth Advisors uses a team approach focused on getting to know each client, including their professional goals, financial concerns, and dreams for the future.

"We understand that there are different types of women with different needs, and that every woman is unique," says Heather Ettinger. "Since there is no one-size-fits-all approach, we tailor wealth planning to each client. And with a deep understanding of their personal situation, we build, implement and monitor their personalized investment strategy."

According to Ken Coleman, a leader of Luma Wealth, "Those experiencing a life transition are especially likely to benefit from having the support of an advisor focused on women." Over the course of time, many women change careers, find themselves sandwiched between aging parents and growing children, get divorced or lose their spouse. "We help women plan for the expected and prepare for the unexpected."

Providing community is another important aspect of what Luma Wealth Advisors offers to its clients, with a host of educational programs on topics including investing, raising financially responsible children, and building a sustainable advisory board for business owners.

"We offer a variety of social and informational events for clients to have fun, learn, make connections and celebrate women," says Emily A. Drake, CFP(R) and Luma Wealth advisor. "And we are deeply committed to helping empower women."

Luma Wealth Advisors is a financial advisory firm operating as a division of Fairport Asset Management, headquartered in Cleveland, Ohio. For more information, please contact Kristen Lucas at kristen.lucas@lumawealth.com or call 866-995-6819.

Luma Wealth Advisors
1350 Euclid Avenue, Suite 400
Cleveland, OH 44115-1833
Web: http://lumawealth.com/

Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably "yes" and the recently launched Luma Wealth Advisors is ready to meet their planning needs.

Related link: http://lumawealth.com/

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Tag Archives: Womens Wealth Management

Domestic and International Arbitrator Authors Book on Wealth and Business Planning Strategies

Introducing Luma Wealth Advisors – Understanding Women’s Wealth Needs