Betty S. Thomas, ChFC® and Financial Planner at Lassus Wherley has earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College of Financial Services, Bryn Mawr, PA.
Candidates for the ChFC® designation are required to complete at least nine college-level courses and 18 hours of supervised examinations. They must also fulfill stringent experience and ethics requirements while also participating in continuing education to maintain professional recertification. Since its inception in 1982, the credential has been widely regarded as a premier standard of knowledge and trust for financial planning professionals.
The ChFC® program prepares professionals to apply advanced skills in addressing the financial planning needs of individuals, families and small-business owners in a diverse environment. They can help clients identify and create specific goals and then formulate, implement and monitor a comprehensive plan to pursue those goals. Those who earn a ChFC® are able to provide knowledgeable advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments, and retirement planning with a focus on the practical application of concepts learned.
ABOUT LASSUS WHERLEY
Lassus Wherley was founded in 1985 by Diahann W. Lassus, CFP®, CPA/PFS and Clare E. Wherley, CPA, CFP®. We have two offices to serve our clients, one in New Providence, NJ, and the other in Bonita Springs, FL. Lassus Wherley is a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We work with individuals, couples, families, pension and profit sharing plans, trusts, estates, and charitable organizations. Using a team approach that we have developed over more than 30 years, we have helped hundreds of clients build secure financial futures and achieve peace of mind. Lassus Wherley is a nationally certified Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. The Lassus Wherley web site is www.lassuswherley.com.
ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
The American College of Financial Services was founded in 1927 and is the nation’s largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated one in five financial advisors across the United States and offers prestigious financial planning designations such as the Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Wealth Management Certified Professional (WMCP™), and education leading to the Certified Financial Planner™ (CFP®) certification. The College’s faculty represents some of the foremost thought leaders of the financial services profession. For more information, visit TheAmericanCollege.edu.