Lynn R Najman

CFP®

What does Lynn do at Eagle Ridge?

Lynn is a Personal Financial Strategist at Eagle Ridge bringing her combined 40 years of experience in both the investment and financial planning worlds. She joined Eagle Ridge in 2020.

Where is Lynn from?

Lynn is a proud daughter of Brooklyn, NY. She attended middle school and high school in Manhattan, before getting her degree in Economics from Barnard College. She then received her Master of Economics from Stony Brook University. Lynn worked as an institutional security analyst at a number of Wall Street firms, before pivoting her professional work to personal financial planning.

Things you may not know about Lynn

When Lynn first arrived on Wall Street, she was one of a handful of women in the industry. Most of the clubs where meetings were held did not allow women in, so she needed special advance approval to enter the rooms.

Lynn has a particular passion about teaching women how to handle their finances, and developed a new curriculum at her Alma Mater, where she is a frequent speaker. She also volunteers with Savvy Ladies, a not-for-profit devoted to counseling under-served women, and also gives her time to Virtual Enterprise, a program working with high school students in entrepreneurship.

Lynn enjoys travel, especially to the US national parks. She is on a mission to visit all of them! Lynn also greatly enjoys off-Broadway theater as well as a new interest, bird watching.

What Lynn likes best about Eagle Ridge

“I like that everyone in the firm from top to bottom puts the client first. There’s great diligence, care and respect for the fiduciary position”

Lynn Najman

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