ABOUT

Tiffany Kent
Certified Financial Planner ™
Tiffany@Wealthengagement.com

Meet The Team

Tiffany Kent,

Certified Financial Planner ™

Tiffany Kent is the founder of Wealth Engagement LLC, an independent investment management and financial planning firm. With over 25 years of experience as a Wall Street equity research analyst and portfolio manager at esteemed institutions such as Goldman Sachs and Alliance Bernstein, Tiffany has established herself as a trusted figure in the industry. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP) with a deep commitment to empowering individuals, particularly women and those navigating significant life transitions.

Tiffany holds a Bachelor's degree in Economics from the University of California, Berkeley, and an MBA from Harvard Business School.

Richard Lurie,

Chief Compliance Officer

Richard Lurie is a seasoned Information Technology professional with 40 years of industry experience, including over 25 years at IBM and 15 years in the IT research sector. He currently serves as the Chief Compliance Officer at Wealth Engagement LLC.

Richard holds an MBA in Marketing from Harvard Business School (1964-1966) and a Bachelor of Science in Mechanical Engineering from Purdue University (1960-1964), where he also served as President of the Interfraternity Council.

His extensive experience and educational background make him a pivotal asset in navigating the complex regulatory environment of financial services.