YOUR TEAM

Lucy Robeson, CFP®

Financial Planner  

Lucy is a CERTIFIED FINANCIAL PLANNERTM professional and joined ClearLogic Financial, Inc. in July 2014 after four years of actuarial consulting and one year with a non-profit.   As an actuary, Lucy worked on corporate pension, retiree medical, and 401(k) plans.

Education:

  • Bachelor of Science in Mathematics – Virginia Tech, Blacksburg, VA
  • Double Major in Statistics – Virginia Tech, Blacksburg, VA
  • Graduate Program in Financial Planning – George Mason University, Fairfax, VA

  

   

   Professional Background:

  • Senior Actuarial Analyst – Towers Watson
  • Actuarial Analyst – Mercer
  • Country Director, Fiji – HELP International

   Community Involvement:

  • Country Director, Fiji (2013 – 2014) – Lived and worked in Fiji, leading teams of US volunteers with non-profit HELP International to develop and implement sustainable microfinance, education, and public health programs

   Professional Associations:

  • National Association of Personal Financial Advisors (NAPFA) 
  • Financial Planning Association (FPA)

   Personal Information:

  • Lucy lives in Falls Church, VA and enjoys tennis, reading, and traveling.