Kari Lusby, CFP®, CPFA®

Kari Lusby, CFP®, CPFA®, is a financial professional with a strong background in the retirement plan and financial services industry. Here are some key points about her:

Current Role

As of her latest updates, Kari Lusby has transitioned to Voya Financial, where she is part of the retirement plans team in Northern California.3

Previous Role

Before joining Voya Financial, she was associated with Bank of America Merrill Lynch, where she held the position of Director - Employee Benefits Specialist, focusing on Institutional Retirement Plan Sales.1

Education and Training

Kari Lusby has completed the Women's Leadership Program at the Yale School of Management Executive Education, which she received in September 2020.1

Certifications

She holds the Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA®) certifications.

Professional Involvement

Kari Lusby is actively involved in various professional networks, including the Women in Pensions Network (WIPN) and has organized or participated in several events for women in the retirement plan and financial services industries in Northern California.4

Personal Interests

She is also enthusiastic about running and has been approved to participate in the Bank of America Chicago Marathon with colleagues.2