Why I Founded Underwood Wealth Management

📖 My Journey

I’ve always believed that financial conversations should start with clarity, not confusion. Too often, people step into meetings with advisors or agents already at a disadvantage—overwhelmed by jargon, pressured by sales pitches, and unsure of what questions to even ask.

That’s why I founded Underwood Wealth Management (UWM): not to push products, but to serve as a guide and educator. My goal is to give retirees, families, and small business owners the tools they need to navigate financial complexity with confidence—before they hire a financial advisor.

📜 Licenses & Certifications (Timeline)

My Licensed Background

  • 2024 Licensed in Property and Casualty Insurance

  • 2025 Licensed in Health and Life Insurance

  • 2025 Projected in AHIP Medicare Certification

  • 2025 Projected Medigap Basics Certification

These licenses all me to help individuals and families make clear, educated choices in areas like Medicare, Life Insurance, and Protection Planning

My Fiduciary Path

But UWM is more than just an insurance practice - Its a foundation for something greater. I am actively pursuing the certifications required to become a fee-only fiduciary financial advisor with a boutique RIA firm.

As I progress, my platform will evolve from Insurance education into full-service fiduciary wealth management, always keeping your best interests first.

2026 (Advisor Foundation Year):

  • SIE (Securities Industry Essentials)

  • AAMS (Accredited Asset Management Specialist)

  • NSSA (National Social Security Advisor)

  • AIF (Accredited Investment Fiduciary)

  • Series 65

  • CLTC (Certification for Long-Term Care)

2027: (Specializing in Retirement Income)

  • CRPC (Chartered Retirement Planning Counselor)

  • ITPM Courses (Trading/Portfolio Management)

  • CFP (Certified Financial Planner)

2028 (Major Milestone):

  • RICP (Retirement Income Certified Professional)

  • AEP (Accredited Estate Planner)

  • CEPA (Certified Exit Planning Advisor)

  • CPFA (Certified Plan Fiduciary Advisor)

2029: (Advanced Investment Expertise)

  • EA (Enrolled Agent)

  • NAEA (Foreign Tax Certificate (Basic)

  • NAEA (Foreign Tax Certificate (Advanced)

  • AICPA (US International Tax Certificate)

  • GMS (Global Mobility Specialist)

2030+: (Advanced Investment Expertise)

  • STEP (Foundation Certificate in International Trust Management / Trust & Estates

  • STEP (Advanced Certificate, Diploma Track)

  • ADIT (Advanced Diploma in International Taxation)

  • CPWA (Certified Private Wealth Advisor)

  • CIMA (Certified Investment Management Analyst)

  • CSRIC (Chartered SRI Counselor)

  • CSA (Certified Senior Advisor)

🌱 Community Involvement

I believe financial clarity grows stronger in community. That’s why I’m active in:

  • Rotary Clubs: Fort Mohave, Bullhead City, Laughlin

  • Toastmasters (Colorado River Chapter)

  • Chamber of Commerce: Fort Mohave, Bullhead City, Laughlin

  • Senior Centers & 55+ Communities

  • Nonprofits: Fisher House Foundation and Operation Hope

  • Professional associations: Financial Planning Association (FPA), NAIFA (insurance/financial advisors).

  • Personal hobbies: Ocean fishing, golf, ATVs, outdoor activities.

Through these connections, I bring financial education where it matters most: to real people in my community

🎯 My Vision (Link to Future Career Goals Page)

Underwood Wealth Management is about empowerment first. Advice later. My role is to educate and prepare you—so that when the time comes to partner with a fiduciary advisor, you’ll step in with clarity, confidence, and control.

📅 Call-to-Action

👉 Start Your Clarity Path → links to free guide/email capture.

🔹 [Schedule a Free Consultation]
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