Lawter-O'Toole Wealth Management, LLC

CONNECT

Address:

1305 South Governors Ave
Dover, DE 19904

Phone:

302-736-6065/ 800-435-5519

Fax/Other:

302-736-0261

Qualifications

Sandra Lawter-O'Toole, CFP®, RICP®

I have been working with individuals and businesses in the area since 1991.  I hold the Series 6, 7,  63 & 65 securities registrations as well as Life, Health, & Disability insurance licenses.  I am a Registered Representative and Investment Advisor Representative with Principal Securities, Inc.

I am a CERTIFIED FINANCIAL PLANNER (CFP®) professional.  The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP® Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

I have earned the Retirement Income Certified Professional® (RICP®) professional designation from The American College of Financial Services, Pa.  The RICP® is a designation for individuals working in the retirement income planning field and for those with a general background in financial services.

I am dedicated to developing lasting relationships with all my clients. I believe in helping each person become confident in assessing his or her financial goals and participating in the financial management process.

One of the benefits of working with Lawter-O'Toole Wealth Management is my commitment to provide clear, easily understood explanations of financial products and services. The personalized program that I work with you to develop is a roadmap that can help you work towards a more secure financial future.

I am looking forward to using my experience to help you pursue your financial goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck