Mamie Wheaton, CFP®
Mamie Wheaton CFP®,CDFA® is a Certified Financial Planner at LearnLux. She has been in the Financial Industry since 2008 and is passionate about helping people plan for their financial future in a way that works for their individual lifestyle. When she isn’t working she enjoys Traveling, Hiking, trying new restaurants and spending time with family and friends. She resides in Phoenix, Arizona with her fiancé and rescue Greyhound.
What does it mean to be a financial planner or a CFP®? What does “fiduciary” mean? And what you can expect on your first call with a LearnLux planner? Let’s dive right in.
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