#262: Leaving the Right Financial Legacy with Jennifer Luzzatto

with Jennifer Luzzatto

Our Guest Mentor:

Jennifer Luzzatto is a Chartered Financial Analyst®, a Certified Financial Planner®, and a NAPFA registered financial advisor. She began her career in financial services thirty years ago as a fixed-income trader in a regional brokerage firm and went on to manage personal trust accounts, institutional portfolios, and a municipal bond mutual fund at a commercial bank. In 1999, she founded Summit Financial Partners, transitioning from banking to financial planning and investment advisory services. Jennifer holds a BA in Psychology and an MBA from the University of Richmond. She lives in Richmond, Virginia, with her daughter and their dog.   

Key Quotes From the Episode: 

Maintaining connection with everyone is one of the most valuable things you can do.”[9:56] 

[In this New Normal] acquire some knowledge about managing your personal finances.”[11:09] 

We have to learn our life lessons in our own pace.[20:00] 

 (Other resources and how to connect with Jennifer below). 

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Key Points From the Episode:

Things to do best in this new normal 

  • maintain connections with others 
  • take charge of your finances 
  • get back quickly  

Support of people around during this difficult times 

People are averse asking for help  

Time Stamped Show Notes 

[02:35 We go through Jennifer’s journey to managing her own investment advisory firm from starting out as bond trader at Central Fidelity Bank/Wachovia Bank and later became the Portfolio Manager. After the merger she started her own firm without any experience but she learned along the way and had fun doing it.  

[04:14] – Started learning financial planning, as Jennifer being a Psychology graduate.  

[06:14] – Jennifer shows great courage when detailing the story behind the sudden loss of her late husband.  

[11:51] – Things to do best in this new normal 

– maintain connections with others 

– take charge of your finances 

– get back quickly  

[12:08] – How supporting those around us during this difficult times deepens our relationship with them 

[13:09– Why people are averse asking for help as we are wired not to show our weakness. 

[15:50] – Exciting things happening at Jennifer’s current work 

[18:22] – Offering services to clients resulting to peace of mind especially this challenging times. 

[19:05] – The best advice Jennifer’s ever received by learning our life lessons in our own pace 

[21:05] – Jennifer shares the resources our audience to read 

[24:11] – Best way to connect with Jennifer 

[24:54] – Jennifer’s parting thoughts. 

 Resources Mentioned: 

Books: 

Kindle 

Inheriting Chaos with Compassion: Learn to Navigate Your Loved One’s Financial Legacy by  

Jennifer Luzzatto 

https://www.amazon.com/Jennifer Luzzatto/e/B07PXDK9GY%3Fref=dbs_a_mng_rwt_scns_share 

Hardcover 

Good to Great: Why Some Companies Make the Leap and Others Don’t by James C. Collins 

https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996 

The Five Dysfunctions of a Team by Patrick Lencioni 

https://www.amazon.com/Five-Dysfunctions-Team-Leadership-Hardcover-dp-B0034YE62W/dp/B0034YE62W/ref=mt_paperback?_encoding=UTF8&me=&qid= 

Switch: How to Change Things When Change Is Hard by Chip Heath and Dan Heath 

https://www.amazon.com/Switch-Change-Things-When-Hard/dp/0385528752 

Connect with today’s guest: 

Email:﷟HYPERLINK “https://www.linkedin.com/in/karlhkern/” jennifer@summitrva.com 

Company Website:summitfinancialpartnersrva.com  

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