Liane Warcup (BS, CFP®, MPPM)
Liane Warcup focuses in the
following client markets or areas of practice:
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Insurance Related Issues
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Insurance Related Issues
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Additional Information
Liane is a distinguished graduate of the United States Air Force Academy, graduating with both academic and military honors. While serving in the Air Force, she earned her Masters in Public Sector Financial Management from the University of Maryland. As a financial analyst and budget officer, she advised senior managers on financial planning, fiscal management, and internal management controls. She also volunteered as a financial counselor to Air Force personnel. After her Air Force career, Liane became an investment advisor in Washington State. She assisted clients with their investment portfolios by providing financial reviews, retirement planning, college savings analysis, and other beneficial financial advice.
When Liane and her family moved to Illinois in 2001, Liane began to shift her focus from investments and securities brokerage to financial planning. After a brief time as a financial consultant at a brokerage firm in Geneva, Liane decided to create Clarus Financial Planning – a firm where clients receive financial planning advice without being sold investments or insurance products.
As a CERTIFIED FINANCIAL PLANNERTM professional, Liane earned the right to use the CFP® mark of distinction by completing a professional course of study followed by a rigorous two-day certification examination and by providing proof of extensive practical experience. To maintain certification, CFP® practitioners are required to satisfy ongoing ethics and education requirements.
Liane is happily married to Brian, her spouse since 1993. They reside in Geneva, Illinois, with their two daughters and son, and one rather adorable Bernese Mountain Dog.
NAPFA Start Date
January 17, 2006
