Amy Datema, CRPC®, CFP®
Wealth Advisor, Program Manager
"My mission is to provide you with a sense of financial confidence through a mutual relationship built on trust, communication, consistent advice, and guidance."
- Specialties: Chartered Retirement Planning Counselor®, Financial Planning, Retirement Planning, Long Term Care Planning
- Licenses: Series 7, 66 held with LPL Financial, Michigan Life, Health and Variable Annuity License, Certified Financial Planner (CFP®) certification.
I have my degree in Finance from Stetson University, an M.B.A. from the University of Central Florida, and a Chartered Retirement Planning Counselor (CRPC) certification from the College of Financial Planning. For over 18 years, I’ve had the privilege to meet and work with many clients from various financial backgrounds —— assisting them with planning for retirement, legacy intentions, long term care, and college education planning.
Every client has a different idea of how they want their financial future to look, and I’ll take the time to listen and understand yours. During the first couple of meetings, we’ll discuss your specific situation, needs, goals, and the things that are most important to you. I’ll develop a personalized strategy for you, and we’ll review it together before planning the next steps. I’ll make sure there’s a clear connection between your financial goals and how you’ll pursue them. We’ll work as a partnership with ongoing communication and reviews. Confidentiality, transparent communication, integrity, and education are important values to me, both personally and professionally. I work hard to stay up to date on market trends and new strategies to make sure I’m giving you the best advice possible.
In my free time, I enjoy spending time with my husband, children and grandchildren. I also teach children’s worship at Lamont CRC Church and enjoy designing and sewing clothes.
Allendale, Muskegon, Norton Shores, Ravenna