By Manita Lam
At Wealth Management Group, LLC, we are proud of our team. We’d like to share a little more about each team member in a series of posts.
Recent research shows that American adults change jobs an average of 12 times during their lifetime. (1) Sometimes those job changes are drastic and are vastly different from previous roles. Other times, the transition is a natural progression to the next step, building on your knowledge and experience and providing a new opportunity to use your expertise and fulfill your dreams. That’s exactly how I found my way into my career as a financial advisor.
I started my career as a tax professional after graduating from the University of Oklahoma with a bachelor’s degree in accounting. After 20 years of experience as a CPA, I began working as a financial advisor as well, earning my Certified Financial Planner (CFP®) designation. Prior to taking on the additional role of financial advisor, I not only served my clients at tax time but worked with them throughout the year to help them plan for the future. I have a strong passion for helping my clients be proactive with their finances and working as their advocate. Therefore, I decided to merge my tax background with my financial planning expertise to help my clients grow their wealth and provide for greater financial security.
My Role Today
At Wealth Management Group, I work as both CPA and CFP®, serving individuals and small businesses, not only preparing income tax returns but also developing a comprehensive financial plan that examines every aspect of my clients’ financial positions, strategies, goals, and growth opportunities. My goal for each client is for them to experience confidence on their financial journey through my extensive tax knowledge and trustworthy guidance.
As in any profession, there are tasks that excite and tasks that drain. As you can imagine, any job in the financial industry includes plenty of paperwork. While paperwork is a necessity, it can take me away from what I most enjoy doing, interacting with my clients and helping them build a custom-designed financial plan. Thankfully, I love my job too much to let paperwork get in the way. There’s nothing more fulfilling than knowing I’m making a difference in people’s lives financial situation and achieving results that help bring joy and peace of mind to my clients.
How Can I Help?
Do you want your tax strategy to be in line with the rest of your financial long-term plans? Would you like to experience the confidence that comes from having a detailed plan that covers your entire financial condition? If you would like to learn more about Wealth Management Group and how we can partner with you to pursue your financial goals, please contact our office at (214) 644-2565 or email me at firstname.lastname@example.org.
About Wealth Management Group, LLC
Wealth 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 an 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.