Life well lived financial group (lwlfg) email format

You won't find many teams with as much experience as Life Well Lived Financial Group. Our core advisors have over 90 years experience between Paul (started 1994), Bobbi (2002), and Joe (2004). Bobbi and Joe's experience is especially impressive since they are both in their early forties! And note that this experience is working directly with clients in a consultative financial planning setting, not indirectly, such as working at a call center for a fund company. We are Always Growing, and you see this in the credentials of our team. All of us are Certified Financial Planners®. We require anyone who wants to be a core advisor on our team to become a CFP®. Bobbi has five industry designations, and Paul has four plus an MBA. Our Client Experience Team is committed to exceptional service. April has a gift of helping you feel heard and appreciated. Kimberly and Dorian each have over twenty years experience working directly on client needs. The team is solution-focused and are experts at navigating complex service issues behind the scenes. Our Commitment We are your companions in helping you achieve a Life Well Lived. We listen carefully and communicate clearly, with empathy and kindness. We rely on our integrity, knowledge and experience to bring you unparalleled financial advice. For important disclosures, please visit our website at https://lwlfg.com