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The professionals at The L&L Financial Edge make it their goal to
fully understand your personal and financial objectives. In keeping with the
tradition of Lautze & Lautze, we strive to create long-term relationships
with our clients. Let us help you plan for a solid financial future.
Betsy
Strong, MBA, CFP, was born and raised in the Bay Area. She attended
U.C.L.A.and graduated with a bachelor's degree in nursing and an R.N.
license. She practiced pediatric nursing before entering the business world in
1978.She earned an M.B.A. from Golden Gate University in 1985 and the
certified financial planner certificate in 1991.
Betsy provided financial planning services as part of the first
personal retirement plan at Pacific Presbyterian Hospital. She then
transitioned to advising business owners through her own practice at Cigna
Financial Advisors (now Sagemark Consulting). She has provided estate,
retirement and investment planning to high net worth individuals for the past
nine years.
*Betsy holds the series 6, 7, 22, 63, 66 and Life & Disability
licenses.She is a member of the Financial Planning Association, and the
San Francisco Chapter of the Estate Planning Council.
Lokke
Pierce is the Operations Manager for the L & L Financial Edge, LLC.
Lokke began his career at Lautze in September 1996 as an office specialist
and was promoted to the position of financial planning assistant in January
2001. In September 2005 Lokke was promoted to Operations Manager. Lokke spent six years in the military
before coming to San Francisco and enjoys the diversity of cultures here in
the Bay Area. In his spare time, Lokke enjoys participatory sports, dining
out and travel.
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