Lena M Budraitis
Financial Advisor|MBA
Live a Life Beyond Your Wildest Dreams
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible. Raised by teachers in Bucks County, PA, I truly value the access we provide our clients to pertinent and timely information that helps them make better decisions.
I have a passion for personal finance and finding solutions. I bring a unique perspective to my practice, as a working mother and having spent 20 years honing my skills in start-up businesses in Corporate America. I learned quickly that business owners need reliable resources to support their outputs. I learned that open & clear communication are paramount to strong relationships, based on trust and mutual respect for the goal. Financial literacy and the ability to look subjectively at trends to chart the course of our future plans is critical to our success.
As a parent, I understand that it takes a village to accomplish all that we wish to for ourselves and our children. Let's discuss your goals and put together a plan to achieve them so that you can focus on what matters to you the most.
On weekends you may find me spending time at the beach with my 3 children and supporting a local business. As a Penn State alumni (College of HHD, Kinesiology '01), you may find me rooting for the Nittany Lions sports teams, while also paying close attention to activities along "the space coast" in eastern Florida, supporting my grad school alma mater, Florida Institute of Technology. One of the best decisions I made in my career was going back to school as an adult to earn a Masters in Business Administration. When you arm yourself with knowledge and expand your network, anything is possible.
Above all, we have the right to pursue what brings us the most joy and I'm super excited to help my clients achieve their dreams! Let's get started today!
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Business Employee & Executive Benefits Planning
Business Planning & Succession
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
