Becky Botzet Joins White Oaks Wealth Advisors as Financial Planning Associate

Share Article

Becky Botzet Brings Solid Experience in Fee Only Investment Planning Services

News Image
I am very pleased to welcome Becky to the White Oaks Team. Her role is key in helping clients define and achieve their financial goals.

White Oaks Wealth Advisors Inc, an independent and private wealth management firm in Minneapolis, MN is pleased to announce their new hire, Becky Botzet as Financial Planning Associate. Becky’s new role includes reviewing client portfolios, developing and evaluating financial plans, performing investment due diligence and client service support.

Sharon Bloodworth, President states, "I am very pleased to welcome Becky to the White Oaks Team. Her role is key in helping clients define and achieve their financial goals.”

Becky graduated from the University of Minnesota with a degree in Economics and a minor in History. She has worked in the financial industry for over 18 years and earned her CFP® in 2010. Becky has extensive experience in performance and research of investments, as well as, fee only investment planning services. She is a member of the Financial Planning Association (FPA) and volunteers with Best Prep E-Member program.

White Oaks Wealth Advisors Inc is a private, fee-only wealth management firm within Minneapolis, MN that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, family office services, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, Top Dog's by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Micki Larson
Visit website

Media