Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc®

Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc® Email and Phone Number

Not a Cookie Cutter Financial Planner @
Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc®'s Location
Shelton, Connecticut, United States, United States
Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc®'s Contact Details

Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc® work email

Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc® personal email

n/a
About Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc®

Computer Chips to Chocolate Chips to Blue Chips - My eclectic career path has taken me from IBM to owning a bakery to becoming a CERTIFIED FINANCIAL PLANNER™. I use everything in my background to help my clients stop committing random acts of finance and develop a healthy and conscious relationship with their money. I put a plan in my clients' life and then life in their plan.My clients look to me for guidance in:- cash flow management; - retirement income planning;- planning for college funding;- the integration of personal and business finances;- special needs planning;- charitable gift planning. I hold licenses for financial planning as well as investments and insurance to implement a plan. The CERTIFIED FINANCIAL PLANNER™ and the Accredited Investment Fiduciary® credentials mean that I always put my clients' interests ahead of my own. FINRA Series 7, 63, 65 held through LPL.

Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc®'s Current Company Details
Warner Wealth (blue chips)

Warner Wealth (Blue Chips)

Not a Cookie Cutter Financial Planner
Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc® Work Experience Details
  • Warner Wealth (Blue Chips)
    Financial Planner
    Warner Wealth (Blue Chips) Jul 2023 - Present
    1 Enterprise Drive, Suite 105, Shelton, Ct 06484
    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly… Show more Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​ Show less
  • Bette Lynn Paez Llc (Blue Chips)
    Financial Planner
    Bette Lynn Paez Llc (Blue Chips) Dec 2010 - Jul 2023
    334 Overview Drive, Shelton, Ct 06484. 203-906-2424. Blp@Bettelynnpaez.Com
    Securities offered through Parkland Securities, LLC, member FINRA (www.FINRA.org) / SIPC (http://www.SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Bette Lynn Paez LLC is independent of Parkland Securities, LLC, and SPC. This communication is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to emails through this site and any individualized follow-up involving… Show more Securities offered through Parkland Securities, LLC, member FINRA (www.FINRA.org) / SIPC (http://www.SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Bette Lynn Paez LLC is independent of Parkland Securities, LLC, and SPC. This communication is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to emails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third-party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Bette Lynn Paez LLC, Parkland Securities, LLC, or SPC. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements. Show less
  • Metlife Financial Services (Blue Chips)
    Financial Planner / Financial Services Representative
    Metlife Financial Services (Blue Chips) Mar 2001 - Dec 2010
    Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products and investment advisory services offered through MetLife Securities, Inc. (MSI)(member FINRA/SIPC), and a registered investment adviser. Branch Office: 6 Corporate Drive, 5th floor, Shelton, CT 06484. MLIC and MSI are MetLife companies.
  • Bette Lynn'S Bakehouse (Chocolate Chips)
    Owner-Operator
    Bette Lynn'S Bakehouse (Chocolate Chips) 1990 - 1994
  • Ibm (Computer Chips)
    Account Marketing Representative
    Ibm (Computer Chips) 1984 - 1990

Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc® Education Details

Frequently Asked Questions about Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc®

What company does Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc® work for?

Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc® works for Warner Wealth (Blue Chips)

What is Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc®'s role at the current company?

Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc®'s current role is Not a Cookie Cutter Financial Planner.

What is Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc®'s email address?

Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc®'s email address is be****@****ife.com

What schools did Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc® attend?

Bette Lynn Paez, Msia, Aif®, Cfp®, Chfc® attended Carnegie Mellon University - Tepper School Of Business, Ithaca College.

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