Suggestions
Lia Lundgren
Regional Director ~ DCIO Wells Fargo Asset Management
Lia Lundgren is a financial professional with extensive experience in the asset management industry. She currently serves as the Regional Director at Wells Fargo Asset Management, where she demonstrates exceptional leadership abilities.
Professional Background
Lia has a diverse background in the financial services sector, having gained experience at several prominent firms:
- Fidelity
- Prudential Retirement
- Merrill Lynch
- BNY Mellon3
Her current role at Wells Fargo Asset Management focuses on the Defined Contribution Investment Only (DCIO) space, as she holds the title of Regional Director, DCIO.12
Expertise and Qualifications
Lia Lundgren holds the C(k)P designation, which likely stands for Certified 401(k) Professional.2 This certification demonstrates her specialized knowledge in retirement plan management and administration.
Professional Reputation
Colleagues and industry professionals speak highly of Lia's work ethic and character. She is described as:
- Classy
- Knowledgeable
- Energetic
- Passionate about her work
Lia is known for going above and beyond to provide excellent service to her clients.2
Additional Information
- Lia is also registered as a financial advisor with ALLSPRING FUNDS DISTRIBUTOR, LLC in Boston, Massachusetts.4
- She may also go by the name Lia Louisa Lundgren in professional settings.4
Lia Lundgren's LinkedIn profile can be found under the username lia-lundgren-c-k-p-51bab6, which reflects her professional designation and expertise in the field of retirement planning and asset management.
