Rita Sloan

Financial Planning Specialist

Rita Sloan is a consultant working on the development of financial plans for both individual and business clients of Joseph P. Lucia and Associates, LLC. 

Rita has worked in the Financial Industry for over 40 years.  In her capacity as Vice President in the Finance Department of a major financial company, she was responsible for budgeting and expense management for a department of 240 employees as well as managing the compensation and promotion processes.  Prior to this, Rita managed an Accounts Payable department responsible for over $800 million in payments, and oversaw the New York State Abandoned Property process.   She has conducted multi-state regulatory audits for Accounts Payable and NYS Abandoned Property processes.