Carmen Clements Email & Phone Number

Currently only 11% of Americans have a financial plan. It is my mission to change that.It's not about where we have been, it's about where we are going and how a strategically implemented plan can impact the future. The important thing is to start somewhere and adjust along the journey. EXPERIENCE:Carmen began her journey in the financial services industry in 2020. She uses a holistic approach to customize a financial strategy based on her clients' specific goals. Carmen specializes not just in investment strategies, but specifically in implementing tax savings strategies to help reduce taxes in the distribution phase. With a passion for educating clients and demystifying financial lingo, Carmen takes her time to get to know her clients, learn their current financial situation and goals to collaborate with them to implement a financial strategy that can improve both their current and future financial situations.EDUCATION & CREDENTIALS:-FINRA Series 6 and Series 63 securities registrations.-Life and health insurance license.INTERESTS:Carmen is the Executive Director of the WOAMTEC Katy Chapter, a member of the WOAMTEC Woodlands Chapter, a member of The WISE Conference Planning Committee, a member of Inspired Women in Business Conroe Chapter and an active member of CyLife Church, where she serves on the Connections Team. Carmen takes part in public speaking events to raise awareness and funds for chronically ill and special needs children/adults to attend Camp for All, as well as helping at the Houston Food Bank. Happily married for 19 years to her husband, they share 4 adult children and 4 grandchildren (with another on the way!), and 2 dogs. Even with her expanding family, Carmen finds time to read, attend live music events and cheer on the Astros, Texans, and Cowboys. Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392Carmen Clements is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.Approval code: 3260171-122023

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  High School For Law Enforcement And Criminal Justice

  General Studies And Criminal Law