As an Edward Jones financial advisor, I believe it is important to invest my time in understanding what you are working toward before you invest your money. We know the importance of developing a strategy and seeing it through. We also understand that your financial needs can be complex and specialized.
Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you, your business and your family. We can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.
In 1996, I began my Edward Jones career as a financial advisor. I have been active in business and civic affairs in Irvine and Newport Beach for many years and a member of the Irvine Chamber of Commerce and the Rotary Club of Irvine since 1997. In 2002, I received the Irvine Citizen of the Year Award and in 2012, completed my term as president of the Irvine Rotary Club. I have also served as Rotary International District 5320 Governor for 2018-2019. We consistently attend the Barron's Top Women Financial Advisors Conference in Boca Raton.
I earned a Bachelor of Science in business from Elmhurst University, Elmhurst, IL, and a Master of Management from Northwestern University, Evanston, IL. In addition, I received the CFP® professional designation from the College for Financial Planning, Denver, CO, in 2004.
My branch team includes my branch office administrators, Claudia Guzman and Jennie Kyne.
At Edward Jones, we are focused on you. We provide highly personalized service. All aspects of our business are aligned to help us better understand our clients' unique goals and needs. We look forward to the opportunity to help you.
My Personal Interests
- Community Outreach
- Movies & Entertainment
- Animal Rescue
Phone NumberLucy E Walther at (949) 250-8100
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More