By Robert Lachica, CFP®
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.
I found my way into this career the same way many people do, by following a passion and seeing where it led. I didn’t always know I would end up in the financial industry, but as I grew more and more interested in finance and began a financial education for personal purposes, I realized that I could help a lot of people with what I was learning. That simple desire to combine my passion with a desire to help others is what opened the door to my current career.
When I started my career, it wasn’t in the financial industry. I graduated from the University of Texas at Austin with a bachelor’s degree in business administration, majoring in marketing. While I had a successful twenty-three-year career with American Airlines as a flight attendant, I was ready to take the plunge and change directions. I joined Fortune Financial Services, LLC in 2006, earning my securities license in 2006 and my Certified Financial Planner (CFP®) designation in 2009.
While at Fortune Financial Services, I worked for Bob Rothe, one of the founders of Fortune Financial Services. When Bob branched out to start Wealth Management Group, LLC in 2011, I went with him. I was committed to his goal of relieving the burden of wealth management so that clients could have the freedom to do the things they truly enjoy, and I wanted to use my skills to help make this a reality.
What I Do Today
Now I serve as the director of operations at Wealth Management Group. I assist our founder, Bob Rothe, helping his clients meet their goals and managing the operations and administration of our clients’ investment accounts. I handle administrative and regulatory duties and support the firm to serve clients with excellence.
As in any job, there are stresses that come with each day. In my role, the challenges often revolve around the complexities of paperwork and the ever-changing regulatory environment. Despite the headaches these cause, I love knowing that the work I do plays a part in the success of our clients and our firm. I work hard every day to build confidence in our clients and grow in my role.
Take The Next Step
If you are ready to work with a team that supports you at every turn, partnering with you to pursue your financial goals, reach out to us today by contacting our office at (214) 644-2565 or emailing 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.