Carter Financial Management recently hosted a Women’s Leadership Alliance event in our newly remodeled office. Financial advisors from all over the DFW Metroplex gathered to socialize, network and learn more about this vibrant new organization.
Women’s Leadership Alliance (WLA) is a 501(c) (3) nonprofit founded by a group of high-achieving female financial planning professionals. The group hopes to significantly increase the ranks of women within this dynamic and meaningful profession by providing education, mentoring and support for women interested in pursuing a career in the financial planning industry.
Becky has been a CFP® professional for over 30 years and has focused her career on helping companies build successful, customer-focused businesses. She has special expertise in financial planning, insurance and mortgage strategies for the retirement marketplace.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks
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