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Ms. Lemoine was previously a Director at Certuity, where she supported the wealth management firm’s office in Santa Monica, Calif. Prior to entering wealth management, she was Senior Case Manager for one of Los Angeles County’s largest social services agencies, The People Concern. In this role, she worked directly with the City of Santa Moncia, the Santa Monica Police Department, and other city and county agencies to coordinate outreach and services for the homeless in Santa Monica.
Ms. Lemoine holds the Series 65 license and is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. She graduated from Boston University with a Bachelor of Arts in Sociology.