Lynette Atchley is owner of CPA Financial Advisors Inc Redlands, CA, specializing in retirement and tax planning for individuals and small businesses. In addition, she is affiliated with Cetera Financial Specialists LLC and Cetera Financial Advisers LLC for the purpose of providing financial planning and wealth management services. She is licensed in California to implement those plans using fee-based and commission-based investment solutions such as stocks, bonds, mutual funds, variable annuities, life insurance, long-term care and disability insurance.
Lynette is a 1990 graduate of Cal Poly Pomona with a BS in Business Admin, emphasis in Accounting, and has worked for small and medium sized accounting firms in the Inland Empire. She received her CPA license in September of 1995 and, when the state law regarding investment licensing for CPAs changed, she desired to respond to her clients’ request for investment advice and financial planning. In December 1999 she ventured out on her own as a sole practitioner and, at the same time, established a separate business, with the help of Cetera Financial Specialists, to provide financial services.
Outside of the office, you can find Lynette volunteering in local nonprofit organizations and at her church. She enjoys being outdoors with her husband and their dog.