Bette Lynn Paez
Certified Financial Planner
As a CERTIFIED FINANCIAL PLANNER™ professional, Bette Lynn Paez guides her clients to avoid what she calls random acts of finance. By helping them to develop a good working relationship with their money, they can get ready to be the little old people they can’t imagine being.
Computer Chips to Chocolate Chips to Blue Chips – An Original Recipe for Pursuing Success
Having earned her BA from Ithaca College and her MS Industrial Administration from Carnegie Mellon University, Bette Lynn joined IBM in Pittsburgh as a Marketing Representative. Retiring early from the corporate world, she opened Bette Lynn’s BakeHouse in Black Rock, CT. After four years of rolling in the wrong kind of dough, Bette Lynn took a deep dive into finance and acquired her CFP® designation. Since 2001, this long-time number-cruncher has been helping busy, motivated people make savvy decisions about their money. She maintains licenses for financial planning to create a strategy as well as licenses for investments and insurance to implement her clients’ plans: Series 7, 63, 65 licenses held with LPL Financial; Life & Health; CT, MA, NJ, NY Long-term Care Partnership.
“It is thrilling to bring my clients into the Warner Wealth family, where I know the entire team will provide excellent support. I am equally happy to help any Warner Wealth clients with their unique financial plans. This is a wonderful partnership and I look forward to meeting everyone."
Deeply rooted in Shelton, Bette Lynn lives just five miles from the house her great-grandparents built in 1890. Because cats have staff, she provides every imaginable creature comfort for domestic short-hair tabby Frankie. Bette Lynn’s passion for baking continues – these days for her clients and two different shelters.