Lynda Beisner
Financial Consultant | Pleasant Valley
Lynda BeisnerLynda Beisner has spent almost 20 years helping people to define and work toward their financial goals. As a Financial Consultant at Wealth Management at Hudson Valley Credit Union, she is experienced in Portfolio Review, Retirement Planning, Wealth Accumulation, Asset Protection and Estate Planning. In addition, she is certified by the New York State Insurance Department as an approved Long Term Care and Life Insurance professional.
From 2010-2019, Lynda has been recognized annually, as a top financial advisor and named to the LPL Financial Director’s Club. This achievement is based on annual production among LPL Advisors only.
Lynda’s mission is to offer credit union members personalized options that allow them to make informed financial decisions. In addition to meeting personally with credit union members, she also conducts a number of free, educational seminars and workshops on timely topic such as Social Security, Retirement, and Estate Planning.
Lynda holds an MBA, with a concentration in Finance.