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ABOUT JOE LYONS, CFP®

A resident of Chino Hills since 1978.

BA - Villanova University

MBA - National University

Master of Arts - Claremont Graduate University

Certificate in Personal Financial Planning - UC Riverside

CERTIFIED FINANCIAL PLANNER™ CFP®*

Ctec Registered Tax Preparer

Advisory services offered through Tricord Advisors, Inc. Tricord Advisors, Inc. is a registered investment advisor. Retirement Unlimited is not an Advisor or Broker. A California Life Insurance agent. CA License #0518567

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.