Holly Lundberg Biography

HOLLY LUNDBERG

Holly Lundberg has been providing insurance coverage and overall financial services to high net worth individuals, business owners, professionals and their families since 1970.

She uses innovative financial strategies to achieve financial security and peace of mind for her clients; while offering them on-going expertise, experience, loyalty and first class service.

Holly holds designations as a Chartered Life Underwriter, a Chartered Financial Consultant and an Accredited Estate Planner from the American College in Bryn Mawr, Pennsylvania. She is a business graduate of Pace University in New York City and has received a Master of Science in Financial Services degree.

Holly is currently the Director of Insurance on the Board of the Estate Planning Council of New York City.

She has conducted seminars on Financial, Business, and Retirement Planning, and is frequently asked to speak to groups and organizations. She has been interviewed on the radio discussing ways individuals can reach their goals, and has taught courses on investments, insurance and financial planning. Her interest and concern for people enables her to provide prudent and caring guidance to her clients.

Holly resides in Manhattan with her husband, her dog, and two cats. She is a proud grandmother of two grandsons. She works actively for many charitable and community groups and serves on the Board of several non-profit organizations.

Holly Lundberg, CLU, ChFC, AEP, MSFS, CLTC
148 Madison Avenue – 15th Floor
New York, NY 10016
Phone: 212-779-4850, ext. 3035
E-Mail: HollyL232@aol.com