Lawrence Whaley, JD, CLU, CAP
Accomplished Sales and Training professional in estate , retirement planning, and charitable giving for larger net worth clients.
- Successful in meeting sales goals
- Successful in coaching and training others in reaching sales goals
- Extensive experience in estate and retirement income planning
- Charitable Planned Giving and fund-raising
Insurance and Financial Planning June 24, 1968 to Present
Rockgate Financial Partners From Inception
I have been involved in personal sales my entire career.
Succession Planning, Estate Planning, Financial and Wealth Accumulation Planning have been my focus since June 24,1968 to this very moment.
Bachelor of Arts – Tulane University 1966
Master of Business Administration – The Wharton Graduate School of Finance and Commerce, University of Pennsylvania 1968
Juris Doctor – Southern Methodist University School of Law 1971
Chartered Life Underwriter, The American College of Life Underwriters 1971
Certified Advisor in Philanthropy 2014
Board member and President, The Youth Achievement Foundation of Texas Inc.
2000 to Present
Board member The Theology of the Body Evangelization Team 2010 to Present
Member Development Committee, Metrocrest Services Inc.
2012 to 2015.
Board member On Your Own Services Inc. 2001 to present
OTHER RELEVANT EXPERIENCE
Former member of Board of Directors Metrocrest Services Ic.
Past President Dallas Metropolitan Serra Club
District Governor District 46E Serra Clubs of Catholic Diocese of Dallas
Past President Dallas Chapter The American College of Life Underwriters
Former Board Member of the Dallas Estate Planning Council
Member of Rotary Club of Dallas 2014 to present
Dale Carnegie Sales Course Instructor 1983 to 2014
Member Metrocrest Toastmasters Club 3318 August 2000 to present