Amanda Hancock, CFP® CLU® FPQP™
Financial Planner at CCR Wealth Management- Claim this Profile
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Bio
Experience
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CCR Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Financial Planner
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Aug 2014 - Present
Joining CCR Wealth Management, LLC in 2014, Amanda is responsible for gathering and analyzing information to develop and monitor financial plans for clients. Amanda is a Financial Paraplanner Qualified Professional, Certified Financial Planner, Chartered Life Underwriter and holds the Series 7, 66. Joining CCR Wealth Management, LLC in 2014, Amanda is responsible for gathering and analyzing information to develop and monitor financial plans for clients. Amanda is a Financial Paraplanner Qualified Professional, Certified Financial Planner, Chartered Life Underwriter and holds the Series 7, 66.
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Registered Client Service Specialist
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Jul 2011 - May 2014
12001 N Central Expressway Ste. 700 CBS Tower Dallas, TX 75243 (972) 441 - 4554 www.cadentcapital.com Registered Paraplanner (SM) Series 7 & 66 Licensed TX Life, Accident, Health & HMO Insurance Licensed TX Notary 12001 N Central Expressway Ste. 700 CBS Tower Dallas, TX 75243 (972) 441 - 4554 www.cadentcapital.com Registered Paraplanner (SM) Series 7 & 66 Licensed TX Life, Accident, Health & HMO Insurance Licensed TX Notary
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JSW Financial
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United States
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Financial Services
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1 - 100 Employee
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Client Service Specialist
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Jun 2009 - Jun 2011
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Education
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2007 - 2009
Virginia Polytechnic Institute and State University
Bachelor of Applied Science (B.A.Sc.), Agricultural Economics - Financial Planning, CFP Board Certified Program -
2003 - 2008
Virginia Polytechnic Institute and State University
Bachelor of Applied Science (B.A.Sc.), Animal Sciences - Equine Management
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