LYNZIE WOLTERS, CHFC®, RICP®
Senior Partner
CA Insurance License #0I20911
Since 2012, Lynzie has followed her passion and worked closely with public safety professionals for all their financial needs. She utilizes a holistic approach to help her clients accumulate, protect and distribute their assets in accordance with their risk tolerance and goals. She strives to create a lasting relationship with each of her clients.
Lynzie graduated with a degree in Communications from UCSB in 2006. She has since earned her Chartered Financial Consultant designation (ChFC®) as well as her Retirement Income Certified Professional (RICP®) designation. The Chartered Financial Consultant (ChFC®) designation awarded by The American College of Financial Services qualifies her to provide comprehensive advanced financial strategies for individuals, professionals, and small business owners. According to the American College, "[a]ll ChFC® financial professionals are required to do the same for clients that they would do for themselves in similar circumstances, the standard of ethical behavior most beneficial for their clients." Holding an RICP® prepares you to help clients obtain a secure retirement. This designation equips financial professionals with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client's retirement.
She is married to the love of her life Tyler, and they together enjoy traveling, reading, and spending time with their three dogs.
FUN FACTS
Something I can’t live without: My dog Daisy
Favorite part of the day: Morning coffee with my husband while watching the sunrise
Book that’s most impacted my life: Can't hurt me by David Goggins
Favorite quote: “Whatever we plan in our subconscious mind and nourish with repetition and emotion will one day become a reality.” – Earl Nightingale
