Luana Mobley Corral, CFP®, CFS, CLTC, CDFA
Luana Mobley Corral entered the financial services industry in 1969, working primarily in the areas of insurance and qualified retirement plans. In 1990, she joined the MassMutual, specializing in insurance and financial services for individual, family, and business needs. She is currently associated with Crossroads Consulting of South Florida, Inc. for pre-divorce planning and litigation support; Associated Financial Consultants, Inc. for non-securities related insurance and annuity products; and Associated Investor Services, Inc., a Registered Investment Advisory firm, for financial planning. She is securities licensed through Investacorp, Inc., a registered Broker/Dealer, Member FINRA, SIPC.
Luana's clients are individuals who place a high value on spending their time doing the things that are truly important to them. They tend to come from a wide variety of backgrounds, but typically have one thing in common - they are in transition - standing at metaphoric crossroads in their lives. Their concerns vary. For some it might be about retirement or college planning or how much life, disability or long-term care insurance they need. For others it may be about how to survive divorce or the loss of a loved one. Using the Values-Based Financial PlanningTM process, Luana helps them clarify the issues that are unique to their situation and develop a personalized strategy and action plan to help them embrace the future with confidence and peace of mind.
Luana is licensed to use the following professional marks: Certified Financial Planner™ (CFP®), Certified Fund Specialist (CFS), Certified in Long-Term Care (CLTC) and Certified Divorce Financial Analyst (CDFA). She must adhere to a Professional Code of Ethics and meet annual continuing education requirements to entitle her to continued use of these professional marks.
Luana has been quoted in the South Florida Sun-Sentinel and the Miami Herald and interviewed by local affiliate, NBC 6. She is highly regarded as a lecturer and educator, especially on the topic of Values-Based Financial PlanningTM.
Professional affiliations include the Financial Planning Association of Broward, the South Florida Chapter of Women in Insurance and Financial Services; the National Association of Insurance and Financial Advisors; the Society of Financial Service Professionals; and the Association of Health Insurance Agents. Luana is a charter member of the American Chamber of Christians in Business, and supports her community through active participation in several ministries of her church.
Associated Investor Services, Inc.
2699 Stirling Rd, Suite A-200
Ft. Lauderdale, FL 33312 | Map
Tel: (954) 983.5600 Fax: (954) 987.7710
Web: http://www.afc-ais.com
Our Services
- Employee Benefits Design
- Group Health Insurance
- Pension Design & Administration Services
- Registered Investment Advisory Services
- Estate Planning
- Social Security Planning
- Financial Planning
- Retirement Planning
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
Source: Google Finance
“Partnership is the highest level of client relationships achievable. Trust, accountability, mutual support, truth and effort are the crucial elements that foster a strong, long term relationship.”
Source: Larry Wilson, “Changing the game…”
