Wendi Strom is a CERTIFIED FINANCIAL PLANNER™ professional at LOTUS Financial Partners. At LOTUS they help their clients address their current financial priorities while working towards ultimately simplifying their financial lives and partnering to build the financial future that helps them live more secure, free and meaningful lives. At LOTUS we do this by offering a holistic planning process that includes areas like: Cash flow planning, survivor planning, investment management, and insurance implementation. As fee-based Financial Advisors, their business model is flexible so that they can engage with clients in a way that is best for the client.
CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. LOTUS Financial Partners and Cambridge are not affiliated.