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Guardian Only Meetings, Lee County
September 3 @ 9:00 am - 11:00 am EDT
This informal gathering of Guardians provides a private environment to ask questions, learn from others, and develop relationships. Attend in person or by zoom. CEU credits available when program is approved. Please join us. Please email Ginny @ vyates430@gmail.com if you wish to attend by zoom.
Speaker: Victoria Allen Lighthouse Financial Stewards LLC
Victoria Allen, CPA, is the founder of Lighthouse Financial Stewards LLC, where she serves as a professional fiduciary trustee providing trusted financial management, estate oversight, and legacy planning services. With over 20 years of experience in accounting, auditing, and finance, she holds credentials as a Certified Public Accountant, Certified Internal Auditor, and Florida Registered Professional Guardian. Victoria is a member of the AICPA, the Professional Fiduciary Council of Florida, the Florida State Guardianship Association, and the Estate Planning Council of Naples. Her firm is known for delivering objective, client-centered fiduciary services with integrity and compassion, helping individuals and families navigate complex transitions with clarity and care.
Victoria Allen, CPA, is the founder of Lighthouse Financial Stewards LLC, where she serves as a professional fiduciary trustee providing trusted financial management, estate oversight, and legacy planning services. With over 20 years of experience in accounting, auditing, and finance, she holds credentials as a Certified Public Accountant, Certified Internal Auditor, and Florida Registered Professional Guardian. Victoria is a member of the AICPA, the Professional Fiduciary Council of Florida, the Florida State Guardianship Association, and the Estate Planning Council of Naples. Her firm is known for delivering objective, client-centered fiduciary services with integrity and compassion, helping individuals and families navigate complex transitions with clarity and care.