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Lena Cazabat

With over 16 years of experience in the financial services industry, Lena Cazabat is a dedicated and knowledgeable senior financial advisor who takes pride in helping individuals and families pursue their financial goals. Her approach combines deep industry insight with a genuine passion for educating clients while building long-term relationships.
Lena studied Business and Marketing at Pace University in New York City and is a Chartered Retirement Planning Counselor (CRPC®), a designation earned at the College for Financial Planning. She is currently advancing her expertise by studying for the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
Lena holds several key industry registrations, including:
General Securities Representative (Series 7) through LPL Financial
Uniform Combined State Law (Series 66) through both LPL Financial and Atlas Private Wealth Advisors
Life, Accident, and Health Insurance license
Outside the office, Lena is a proud wife and mother of two. Lena enjoys spending her free time traveling, gardening, watching TV, and caring for her fur babies—interests that keep her grounded and balanced in both her personal and professional life.
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Securities offered through LPL Financial, Member FINRA & SIPC.Investment advice offered through Atlas Private Wealth Advisors, LLC, aregistered investment advisor and separate entity from LPL Financial.

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Lena Cazabat