Manda A. Lewis, CFP®, RICP®, CLTC® in

Manda A. Lewis, CFP®, RICP®, CLTC®

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CERTIFIED FINANCIAL PLANNER™ & Partner at H&H Financial Group
📍 Horseheads, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
25 Years
Current Role
CERTIFIED FINANCIAL PLANNER™ & Partner
Location
Horseheads, New York, United States
Personality Overview

How Manda shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Manda cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2005
CERTIFIED FINANCIAL PLANNER™ & Partner
H&H Financial Group
3-2005
Financial Adviser
Eagle Strategies, LLC
5-2000 - 2-2005
Registered Paraplanner
Thomas C. Burke, Financial Advisor
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2001
Bachelor of Science in Accounting
State University of New York College at Geneseo
1994 - 1996
AS
Corning Community College
1989 - 1993
Education details unavailable
Horseheads High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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