CFM Hosts Women’s Leadership Alliance

by | Apr 9, 2024

Carter Financial Management recently hosted a Women’s Leadership Alliance event in our newly remodeled office. Financial advisors from all over the DFW Metroplex gathered to socialize, network and learn more about this vibrant new organization.  

Women’s Leadership Alliance (WLA) is a 501(c) (3) nonprofit founded by a group of high-achieving female financial planning professionals. The group hopes to significantly increase the ranks of women within this dynamic and meaningful profession by providing education, mentoring and support for women interested in pursuing a career in the financial planning industry. 

Becky has been a CFP® professional for over 30 years and has focused her career on helping companies build successful, customer-focused businesses. She has special expertise in financial planning, insurance and mortgage strategies for the retirement marketplace.

Related Posts

Scholarship Winners Visit CFM

Scholarship Winners Visit CFM

We were delighted when a few of our former scholarship winners came by CFM to visit with us in August. These young men and women are phenomenal individuals; the potential our scholarship selection committees saw in each of them is becoming realized. Jorge Rodriguez...

Patty Hammond Retirement

Patty Hammond Retirement

After twenty-seven years with Carter Financial Management and an impressive forty-four years as a Certified Financial Planner, we are sad to say goodbye to Patty Hammond, who officially retired on October 15, 2024. Patty says, “After much reflection, I believe now is...