Reneé L. Waters, CLU, LUTCF, CRC

Reneé L. Waters, CLU, LUTCF, CRC

Phone: (505) 344-2450
Fax: (505) 344-2966
E-mail:


Renée L. Waters, CLU, LUTCF

Financial Advisor

 

 

Renée loves people! Her desire to help others achieve their goals is what energizes her and has been the driving force of her practice since she began in 1987.   Her clients and colleagues say her success is clearly due to her passion for people, her personal and professional integrity and commitment to excellence.

 

 “I have had the privileged of working with some amazing people who encouraged me to serve my community early in my career. My goal is to inspire others to ‘pass it on’ as I was emboldened.”

 

Her commitment to serving her community over the years include: fund raising for Ronald McDonald House, for which she received a National Community Service Award, mentoring children with the Wise Men & Woman Mentorship Program, serving on the Woman in Leadership task force helping other professional women explore community service and philanthropic opportunities, and serving on the selection committee for United Way.  Renée and her husband, Larry, have been members of the Alexis de Tocqueville Society of the United Way of Albuquerque for 8 years.

 

Renée is a past Executive Board Member of The Association of Life Underwriters and is currently a member of the Society of Financial Service Professionals and the National Association of Insurance and Financial Professionals. She is also a member of the Albuquerque Collaborative Practice Group.

 

Renee and her husband Larry enjoy cooking together and spending time with friends.  They love to visit their two sons, daughter-in-law and two grandchildren in Missouri whenever possible.  Renee and Larry celebrated their 30th wedding anniversary in 2006; she feels she is “blessed to have a wonderful helpmate in Larry.”

 

 

LICENSES & CREDENTIALS

Investment Advisor Representative License

Series 7 Securities License

Life & Health Insurance License

 

 

CONTINUING EDUCATION

Chartered Financial Consultant (CHFC) courses

Certified Financial Planner (CFP) courses

General Securities & Insurance annual continuing education

Monthly Albuquerque Collaborative Practice Training

Annual New Mexico Collaborative Practice Training

 

 

EDUCATION

Associate of Arts Registered Dental Hygienist, University of Minnesota, Mankato

Certified Life Underwriter (CLU) Designation, AmericanCollege

Life Underwriter Training Counsel Fellow (LUTCF) designation, AmericanCollege

 

 

 

Licensed for insurance in AZ, CO, FL, MN, MO, NE, NM, OK, TX, WA. Registered to sell securities in AZ, CO, FL, MN, MO, NM, OK, TX, WA.