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Lynzie Wolters, ChFC, RICP

Lynzie Wolters graduated with a degree in Communications from UCSB in 2006. She has since earned her Chartered Financial Consultant designation (ChFC) as well as her Retirement Income Certified Professional (RICP) designation. The Chartered Financial Consultant (ChFC) designation awarded by The American College of Financial Services qualifies her to provide comprehensive advanced financial strategies for individuals, professionals and small business owners.

Regardless of your level of wealth, the failure to establish an estate plan can be detrimental to your family