Cathy M Buchanan, CEP®

Metam Wealth Advisors
Three Sugar Creek Center, Suite 550
Sugar Land, TX 77478
(713) 551-4003


cathy@metamwealth.com
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CEP® Date Awarded
May 1, 2007

Cathy Buchanan, CEP®, CFP®, AAMS™, CRPC™, APMA™
Managing Partner, Financial Advisor - Metam Wealth Advisors

A Certified Estate Planner™ has:

  • Completed a rigorous eight (8) module course of instruction in the field of estate planning,
  • Successfully passed a comprehensive examination process,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP.

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