Wendy Hammond

CFP®, Wealth Advisor

Who is Wendy Hammond?


A 6th generation native Nevadan, Wendy Hammond graduated from the University of Nevada, Reno, with a Bachelor of Science in Economics. She has a personal passion for helping clients pursue their dreams and goals. Her commitment to excellence includes addressing all concerns quickly and efficiently and she is always eager to learn and enrich her knowledge. Wendy holds her Series 7 registration through LPL Financial and her Series 66 registration through both LPL Financial and Legacy Wealth Planning. She also holds her Life and Health licenses in Nevada.  She is also a CERTIFIED FINANCIAL PLANNER ™ practitioner. She spends her spare time with her husband Mitch and their two children Danny and Abby, riding horses, milking goats, and collecting eggs.  The family also participates in the kids’ extracurricular and community activities.

Proud


Wendy is proud to offer her experience and desire to create successful relationships with clients. “Everyone should have a retirement and a wealth-building plan and it would be my pleasure to develop this plan for you and your family, individualized to your particular wants and needs, to help you with each step in your pursuit of financial independence. My work is my pride and being able to provide strategies for you and your family’s wealth-planning needs, helping clients with their financial planning questions and goals, and creating client relationships that last through portfolio management and financial strategy implementation are invaluable experiences.”

Responsibilities


Wendy uses her 15+ years of experience in the financial industry and a vast array of experience in financial services to provide in-depth knowledge of retirement plans, financial planning, and client relations. In the past, she has worked with both large and small teams, and also attended Barron’s Teams conferences. The exclusive, by invitation conference, brings the most talented and successful teams together for idea sharing about business growth and client experience enhancement. Additionally, Wendy has previously worked for Wells Fargo Advisors. Her decision to move to Legacy Wealth Planning has allowed her to build on her experience, develop professionally and cultivate more dedicated relationships with her clients.  

Life Pride /Accomplishments


Creating the Lizzy Hammond Foundation to honor our eldest daughter, Lizzy, who passed away in 2019 from an unfortunate bounce house incident. The Foundation’s mission is to protect children through awareness and volunteer opportunities and to educate other families on child safety. Wendy and her family also frequently volunteer to help other charities in the community, such as the Washoe County 4-H, Northern Nevada Food Bank, St Alberts Catholic School, Nevada Army National Guard, and other charities.  

Why Work with a CFP?


Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks.   Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. These standards are called “the four E’s,” and they are four important reasons why the financial planning practitioner you select should display the CFP®certification marks.   When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification provides that sense of security by allowing only those who meet the following requirements the right to use the CFP® certification marks.
To learn more, visit the Official CFP website.