Maureen Huttel, Financial Planner
Maureen has been in the financial industry for eight years, and serves as a financial planner here at Lincoln Financial Advisors. She specializes in working with retirees, executives, and families, and is a part of a team that provides retirement plans for healthcare providers, non-profits, and government agencies. Prior to working in the financial industry, Maureen worked in hospitality, where she helped people plan for various life events; it seemed a natural transition to begin advising people on navigating the financial aspects of life events as a financial advisor.
She values the deep connections that she makes with her clients, and takes the time to understand their lifestyles and needs so she can better serve them in planning for the future. She’s particularly passionate about helping empower women to take charge of their financial lives. Maureen believes in a holistic approach to financial planning, with a focus on retirement planning, creating lifetime income streams, life insurance, long-term care, asset management strategies, and succession planning.
Originally from Chicago, Maureen now lives in Encinitas, California. She has an adult daughter, Alexandria, who inspires her to be an example of how one person can positively impact the lives of many others. She’s passionate about living a healthy lifestyle and enjoys many outdoor activities, such as hiking with her dog Camino, swimming, and doing yoga. She’s a part of Women, Inspire, Support, Educate (WISE), an organization for women in the financial services industry to provide networking, support, and idea sharing. She’s also an active supporter of the Leukemia and Lymphoma Society.
Maureen received her BS in Food and Nutrition from Southern Illinois University, Carbondale. She has also received her Chartered Retirement Planning Counselor® (CRPC®) designation and holds her FINRA Series 7 and 66 securities registrations.
To begin working towards your financial goals, contact Maureen at (619) 543-9995.