Luana began working in the financial services industry in 1969, 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. to prepare people for life after divorce, 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. Advisory Services are offered through Investacorp Advisory Services, Inc., a SEC Registered Investment Advisory Firm.
Luana is licensed to use the following professional marks: Certified Financial Planner™ (CFP®), Certified Fund Specialist (CFS®), Certified in Long-Term Care (CLTC™), Behavioral Financial Advisor (BFA™) 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. Additionally, Luana is an NFLPA Registered Player Financial Advisor and an Ed Slott Master Elite IRA Advisor.
Luana does Financial Planning for Life’s Transitions. Wherever her clients are in life, she helps them achieve clarity about their values and their goals that take time, money and planning to accomplish. She helps them develop, monitor, and change, as needed, a plan that will help them live a joyful, confident life that is without regret and in alignment with their values.
When Luana experienced divorce in 1997 to 2000, her journey gave rise to the founding of Crossroads Consulting of South Florida, Inc. She wanted to help people prepare for life after divorce. She is privileged to work in team with a select group of mental health professionals and attorneys who help people divorce without litigation, using Collaborative Practice and Mediation. Luana gladly supports the Women’s Institute for Financial Education (WIFE.org) by offering the Second Saturday® divorce workshop, “What Everyone Needs to Know about Divorce”. Check out SecondSaturdayBroward.com.
Luana has been quoted in the Sun-Sentinel, the Miami Herald, and the South Florida Sun Times, has been interviewed by local affiliate NBC6 and appeared on WLRN’s radio program, Topical Currents.
Professional affiliations include the Financial Planning Association, 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; Institute of Divorce Financial Analysts, Collaborative Family Law Professionals of South Florida, and the International Academy of Collaborative Professionals (IACP).
Luana practices what she teaches by striving to live in alignment with her top 5 values, which are Faith, Health, Relationships, Integrity, and Meaningful Work. She is faithful to study God’s word and thank Him for His many blessings. Exercise is not her favorite thing, but she makes time for it anyway (a body in motion stays in motion). She loves spending time with family and friends, traveling, watching Hallmark movies, and taking Sunday afternoon naps. And, every day, she is grateful that her work allows her to do what she loves, with people she likes, for people she likes. She endeavors, always, to have a meaningful impact on their lives.