Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
Attend a group training Schedule a 1-on-1 guided demo Watch a demo video
1599834091-2ddd530c438b7641
Name
Lia Lundgren
Title
DCIO Regional Director
Bio
Lia has over 20 years of industry experience in the retirement plan industry, including recordkeeping sales and defined contribution investment sales. With experience gained at Fidelity, Prudential Retirement, Merrill Lynch, and BNY Mellon, she has found her home at Wells Fargo Asset Management. She calls on retirement plan consultants on the West Coast, adding value to their practices with thought leadership and tools to enhance their clients’ 401(k) journey. She is a graduate of Colby College and has her FINRA Series 7 license as well as her C(k)P designation.