Financial Adviser Adds Poetry to Her Resume
Lynn Torre, an independent investment adviser and certified financial planner, is an expert in the language of financial matters.
But recently, Torre used her financial IQ to do something that seems totally opposite from her day job: she wrote a poetry book.
It is through her poetry that she shares her thoughts about money, self-worth and her own life transformation. Torre just released her new book, Dance of the Leaf , a collection of 52 poems that motivates women to look at their own lives and true worth.
Torre is the owner of the Glen Ellyn-based Financial Transitions Ltd., an independent investment and financial planning firm. With a bachelor’s degree in consumer education, she is passionate about educating women about financial matters.
The path to her current job started with a personal tragedy -- her divorce in 1994. She decided to enroll at Benedictine University for a master’s degree in finance. Unlike some women going through a divorce, she found herself in a practical position to move on with her life.
“I realized that the fact that I had planned my divorce after three years was an anamoly,” she said. “I thought it was perfectly normal until I met all these other women that had been blind sided by the divorce or just did not know how to grasp financial concepts and really did no planning. They were petrified. I thought it was normal to plan my own divorce out for three years because I knew that I couldn’t afford to get divorced; I had to have a strategy.”
Her plan included finding a stable job, putting the house on the market and selecting an affordable place to move into with her then pre-teen son. And, of course, getting ready for a divorce emotionally.
While working on her master’s, her college adviser suggested that she look into a career in financial services.
“I already knew that I wanted to educate women somehow, so that was a natural thing for me,” she said.
Torre left school to become a certified financial planner in 2004. From then on she worked as a financial adviser for a variety of businesses such as Dean Witter and a local bank.
In 2006, she opened her own business with one important goal in mind.
“I’m just such a teacher at heart,” she said. “I really wanted to give workshops, which is one of the big reasons I wanted to go independent. I couldn’t do some of the things that I wanted to do for clients. I couldn’t have workshops that I could charge clients for so I could teach them about how to manage their cash flow, teach them about their behaviors with money or help them learn about their financial personalities. A lot of what I do is out of the box not really investment education.
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Torre left school to become a certified financial planner in 2004. From then on she worked as a financial adviser for a variety of businesses such as Dean Witter and a local bank. In 2006, she opened her own business with one important goal in mind.
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How to become certified financial planner through On-line CFP ...
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