Lynda Beisner, MBA

Lynda Beisner is an experienced financial advisor who has dedicated nearly two decades to helping individuals work toward achieving their financial goals. She holds an MBA with a concentration in Finance.  
Lynda specializes in a range of financial planning areas, including portfolio review, retirement planning, wealth accumulation, asset protection, and estate planning.  

Committed to providing personalized financial guidance, Lynda’s mission is to empower credit union members to make informed financial decisions. Beyond individual consultations, she also leads free educational seminars and workshops on important topics such as Social Security, retirement and estate planning. Her dedication and expertise have been recognized, as she was annually named to the LPL Financial Ascent Club* from 2019-2024. 

Lynda lives in Hyde Park, NY. In her free time, she enjoys spending time with her family.