A proud legacy of making a difference in people’s lives

Lydia J. Kolbas, CFP®, CLU, ChFC

Financial Advisor

Lydia J. Kolbas is a Certified Financial Planner professional and Wealth Coach. She has over 30 years experience working with clients to help achieve their personal and professional goals.

Lydia has been quoted on a number of occasions in USA Today. She has also written and appeared in numerous articles covering financial planning processes and strategies. She has addressed many groups on topics ranging from estate, retirement and philanthropic planning to how entrepreneurs can lay the foundation to address succession planning and their future.

Lydia earned her undergraduate degree from Calumet College and her Masters in Business Administration (MBA) from Indiana University. In addition to her professional designations as a Certified Financial Planner professional, Charter Life Underwriter and Chartered Financial Consultant, she holds Series 7, Series 63, Series 65, and Series 24 security licenses as well as life and health insurance licenses.

Lydia is a life member of the Million Dollar Round Table, the Financial Planning Association, the Southwest Florida FPA, and the Lakewood Ranch Business Alliance. She is an accomplished equestrian who is active in a myriad of local, regional and national equine associations.

CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.