Wendy Ann Payne is a Founding Partner of Centurion Wealth Management, an independent wealth management firm. Her desire to create Centurion Wealth came from her passion for helping clients gain financial independence and personal empowerment through insight, experience and education. She had a life- long dream of building a wealth management firm that provides holistic financial planning and investment guidance while striving to empower clients through financial education. Today, that vision is full of life.
During her 17+ year tenure in the wealth management industry, family tragedies have personally touched Wendy's life. What grew from this was a passion to educate and help others going through a life calamity and other stages of life. Through her desire to address women s financial planning needs, Wendy created Life Stage Transitions and Financial Independence for Women , comprehensive financial literacy programs and workshops. She also leads Centurion s Women, Wine and Wisdom initiative, educational seminars geared toward the financial planning needs of women. Through financial education, Wendy's goal is to empower women and revolutionize the way women navigate their ever-changing financial landscape.
Wendy specializes in working with women; newly-independent women, widows, divorcees and other women who suddenly find themselves solely responsible for making financial decisions for the first time. In 2011 she co-authored her first book, The Retirement Success Solution & Lessons I Learned from the Past Bear Market, where she wrote about the retirement planning challenges that are unique to women and the importance of financial planning.
Wendy is a Certified Senior Advisor, CSA , Wealth Management Advisor, and Life Stage Transition Specialist. Wendy currently holds her FINRA series 6, series 7, series 63, series 65, Life and Health insurance licenses.
[caption id="attachment_2684" align="alignleft" width="199"] Wendy Ann Payne CSA, CEP® Wealth Management Advisor and Founding Partner of Centurion Wealth Management, LLC[/caption]
Editors note: This article was