Mamie Wheaton
CERTIFIED FINANCIAL PLANNERā¢ Professional
Mamie Wheaton, CFP, CDFA, is a Certified Financial PlannerĀ® at LearnLux. She has been in the Financial Industry since 2008 and she is passionate about helping people plan for their financial futures in a way that works for their individual lifestyles. Mamie began her career as a Senior Wealth Management Consultant at The Vanguard Group. In her current role at LearnLux, she leads a financial planning team & provides comprehensive financial planning services to clients. She holds insurance licenses in Arizona, California, Nevada & Virginia. Mamie is a member of the Financial Planning Assoc. & the National Assoc. of Personal Financial Advisors.
Web Site:
Phoenix, AZ
Video Sample
This expert has been featured on:
Business Insider | The List (nationally-syndicated TV show)
Suggested Interview Topics:
Navigating Taxes | 4 Retirement Mistakes Millennials Make Over & Over Again | Ways to Make the Most of Your '3-Paycheck-Months' | When Should You Consider Helping Loved Ones Financially? | 'Afterpay' is Making Layaway Tempting But What's the Real Cost? | Managing Student Loans
Suggested Interview Questions:
- What are 4 retirement mistakes millennials make over and over again?
- What are 3 things Gen Z should do to prepare for retirement?
- If someone is paid bi-weekly, you say they're actually getting 3 extra paychecks that they can use to build wealth. Please explain that.
- What should we do if a loved one reaches out for financial help?
- What are your thoughts on 'Afterpay' (layaway)?
- What is your advice for managing student loans?
- How much should we be saving for our children's college tuition?