Wealth Management Group, LLC

Manita Lam Has Received Her CFP® Credential!

 by Robert 

By Bob Rothe, CFP®

At Wealth Management Group, we are committed to providing quality service, always striving to put you first and help relieve the burden of wealth management so you have the freedom to do the things you truly enjoy. One of the ways we carry out our mission of being a trustworthy knowledgeable guide is by continuing our education and enhancing our expertise.

On that note, we are excited to announce that Manita Lam has earned the CFP® designation!

The Importance of the CFP® Designation

In today’s ever-changing economic and political climate, it is more important than ever that a client’s most trusted advisor has the knowledge to help them navigate their financial milestones. Only 24% of active financial advisors have this designation. (1)

The certification requires that you complete a comprehensive course of study at a college or university approved by the CFP® Board, pass the comprehensive certification exam, and complete several years of hands-on experience related to delivering financial planning services to clients. CFP® professionals are held to the highest ethical standards, and we are proud to say that all of our advisors hold this designation.

Congratulations, Manita!

Manita has been a valuable member of the Wealth Management Group team for almost four years and has also been a Certified Public Accountant (CPA) for over 20 years. Manita has worked hard to earn the Certified Financial Planner designation because she cares about each of her clients and wants them to have confidence on their financial journey. Manita is motivated and committed when it comes to her clients and their goals.

To learn more or to receive a no-obligation, no-fee consultation, contact my office by emailing bob@wealthmanagementgroupllc.com or calling (214) 644-2564.

About Wealth Management Group, LLCWealth Management Group, LLC (WMG) is a Registered Investment Advisor with the Securities and Exchange Commission. WMG is an independent company owned by the advisors. It is not owned by nor is it a subsidiary of any other company. Our professional staff includes four advisors that hold the CFP® (Certified Financial Planner) designation and one who is a CPA (Certified Public Accountant). They have average industry experience of more than 15 years. WMG specializes in all aspects of wealth management, including wealth protection, wealth enhancement, wealth transfer, and charitable giving. They serve individuals and families in Collin County, the DFW metroplex, throughout Texas, and beyond. Learn more about WMG at www.wealthmanagementgroupllc.com.   

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(1) https://www.kitces.com/blog/becoming-a-cfp-professional-financial-advisor-compensation-benefits/

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