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2019 Latina of Influence Maureen Mena | Wealth Planner with LPL Financial

2019 Latina of Influence Maureen Mena | Wealth Planner with LPL Financial

Hispanic Lifestyle is pleased to recognize Maureen Mena Wealth Planner with LPL Financial as a 2019 Latina of Influence. Ms. Mena along with our entire list of 2019 Latinas of Influence are invited to participate in Latina Conference 2019 taking place April 10 and 11, 2019 in Ontario, California.

Maureen Mena is a Wealth Planner with LPL Financial and she is a highly accomplished professional with over 15+ years of experience.  She began her career soon after graduating from the University of Illinois at Urbana-Champaign where she earned a Bachelor of Science in Consumer Economics and a Bachelor of Liberal Arts in Spanish.  Ms. Mena is a Latina business woman and Registered Representative, who is fluent in Spanish, prides herself on helping families and business owners to pursue financial independence.  Her recommendations include short term and long term solutions for preserving clients’ needs before and after retirement.  Her critical traits are listening to her clients, explaining complex ideas in easy-to-understand ways and the ability to empathize with them.  Her vision and road map to presenting realistic, meaningful recommendations on insurance, savings and budgeting objectives, along with retirement and investment planning make her a trusted source to all her clients.  She’s also called upon when life happens, such as a death, perhaps an aging parent suddenly requires a live-in nurse, a couple plans on divorcing or a child needs to transfer to an expensive private school.  Her heart and soul also are the qualities that engages the client when she needs to step in and make sense of the fiscal issues and create a strategic plan for moving forward. 

She endeavors to become a personal lifetime resource for each and every client.  Her clients’ success is the driver when evaluating their independence in retirement.  Her high touch process is key in keeping clients updated about any change that would affect their finances.  Ms. Mena is registered through LPL Financial to offer mutual funds and variable annuities.  She received the Life Underwriter Training Council Fellowship (LUTCF) credential from the American College and is a member of the National Association of Insurance and Financial Advisors (NAIFA). 

She previously served on the board of the Association of Latino Professionals for America (ALPFA) as the Vice President of the Women of ALPFA.  In this role, Ms. Mena hosted and created professional events that are designed to provide professional Latinas with the tools and the roadmap to strengthen their leadership and management skills, while fostering both their professional and personal development.  She has brought high profile Chicago women leaders, to speak at these events that have provided great insight on professional development.  She is also involved in many other Latino and women’s organizations in the Chicago land area.  Her commitment to giving back and philanthropic passion is to being committed with her time and financially supporting when possible for communities to have professional access and support where resources can be available.

Ms. Mena lives in the southwest suburbs of Chicago with her husband, Jose and her children.  Driven on respect, integrity, and sustainable legacy building. Her clients know that she is the trusted resource that is critical and a must to being proactive on a future of financial stability and preservation.  Securities offered through LPL Financial, Member FINRA/SIPC

Nomination submitted by Letty Velez

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