Wendy VanAntwerp, CFP®
Operations Manager / LPL Financial Advisor
Wendy VanAntwerp joined the Center for Wealth Planning Advisors, Inc. in 2012, which later became America Group Retirement Strategy Centers. As an Operations Manager, she is responsible for quality assurance and oversight of the firm’s daily operations and business activities, including compliance support, client services, project management, and supports financial advisors transitioning to LPL Financial. She holds her Series 7 and 66 securities registrations with LPL Financial and has her life and health insurance license. Her proficiency across all aspects of operations management, quality control, and client care help to ensure a smooth, efficient, and enjoyable experience for our team members and clients.
Wendy is also a financial advisor and CERTIFIED FINANCIAL PLANNER™. She earned her MSPFP (Master of Science in Personal Financial Planning) from College for Financial Planning in 2021. Additional credentials she’s earned are Accredited Portfolio Management Advisor (APMA®) and Chartered Retirement Planning Counselor (CRPC®) .
In her free time, Wendy enjoys traveling, home improvement projects, and anything outdoors, especially when she can bring along her two pups. Some activities they enjoy together include kayaking, hiking, camping, and swimming.
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