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Our financial advice team


Thu Saunders

Thu Saunders

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Iron Oaks Wealth Advisors
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 2 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Small Business
  • Investments
  • Insurance

Interests

Cooking

UNC-Chapel Hill Basketball

Socializing with friends

Rick and I travel to Hilton Head, SC once a month to visit with clients and family

We also enjoy traveling to other countries to experience the different cultures and lifestyles

Awards & recognition

  • Ameriprise Circle of Success, 2013
  • Five Star Wealth Manager, 2014 - 2016

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7, 24 and 66 License
  • Life, Accident and Sickness License
  • Variable Life/Variable Annuity License

Education

  • B.S. Biology, Chemistry-UNC-Chapel Hill, NC

Professional associations

  • National Association of Asian American Professionals
Newsletter

to receive my newsletters and other financial and market information

Community participation

Member, Estate Planning Council of North Georgia

Volunteer at Habitat For Humanity, Atlanta, GA

Volunteer at Project Open Hand, Atlanta, GA