Family Investment Center Advisor Laura Holthaus Receives Recognition
Quality Investment Advisor Services Honored
When Laura Holthaus joined Family Investment Center in 2008, she said she enjoyed being part of a team that “genuinely puts clients’ interests first.” People who are inspired in their careers tend to be more productive, and that’s certainly true of Holthaus, an investment advisor who has achieved advanced certifications and been recognized as a “Five Star Wealth Manager.”
Holthaus, who serves as an investment advisor at Family Investment Center and Chief Compliance officer, earned her undergraduate degrees in Business Administration and Economics from Missouri Western State University in 2007. She earned a graduate certificate in Personal Financial Planning in 2012 and an applied Master of Science in Personal Financial Planning in 2014, both from the University of Missouri in Columbia.
In 2017, Holthaus became a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Professionals with this designation create holistic, long-term plans to help clients reach financial goals.
She didn’t stop there. Holthaus became a Retirement Income Certified Professional (RICP®) this year. The designation “equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement,” according to the American College of Financial Services. Investment advisors with this designation have completed an accredited, in-depth program focused on best practices in Social Security claiming, risk management, distribution strategies and more.
“I sought the credential because a set of questions are commonly asked as clients prepare for retirement, including things like, ‘How much can I afford to spend, from which source should I draw income first, and how do I make my money last?’,” says Holthaus. “The curriculum and courses offered by the RICP® program aim at evaluating a client’s situation and strategizing to answer these key questions, which ultimately means adding value to the services we offer to clients. A huge part of our mission is to walk alongside individuals and families as they develop their own ideas and goals for retirement, and furthering our education on topics such as these makes us better equipped to do so.”
Holthaus’s hard work has not gone unnoticed: she’s been named a “Five Star Wealth Manager” for the fourth consecutive year in 2019 by Five Star Professional, which is a Minnesota-based organization that conducts market research to define and promote professional excellence. Holthaus earned the distinction after satisfying 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services.
“This award requires a great deal of effort and dedication,” said Dan Danford, founder and CEO of Family Investment Center. “The award is limited to a select group of nominees and she’s earned the Five Star Wealth Manager award each year since 2016.”
Read more about the Family Investment Center team and find out how all are dedicated to your “serious freedom,” at every step of the financial planning or investment management journey.
About Five Star Professional
Founded in 2003, Five Star Professional conducts market research to define and promote professional excellence in the professions it serves. The Five Star designation assists consumers in selecting a service professional that other consumers say provides exceptional client satisfaction and service. Five Star Professional joins forces with city and regional magazines to publish its research to consumers and promote Five Star-designated professionals in more than 45 markets across the United States.
The Five Star Professional Award is based on 10 objective criteria such as credentials, experience and assets under management, among other factors. Read more here: https://www.fivestarprofessional.com