CFP®, CIM®
Investment Advisor, Financial Planner
Many people feel overwhelmed when navigating financial decisions—especially during major life transitions like growing a business, planning for retirement, or going through a divorce. For over a decade, Ludmila Esmail has helped professionals, business owners, and families find clarity and confidence through comprehensive financial planning and disciplined investment management tailored to their goals.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Investment Manager (CIM®), Ludmila offers strategic, personalized advice on retirement planning, investments (including alternatives), insurance, and estate planning. She is also pursuing the Trust and Estate Practitioner (TEP) designation to deepen her expertise in legacy planning for high-net-worth families.
When she’s not working with clients, Ludmila enjoys being out in nature or diving into new learning—always with the goal of helping her clients stay one step ahead.