We've assembled what we think is a group of the brightest and most caring financial planners and investment professionals in the country. They each have an interesting personal story and reason they got into this business. We thought you'd like to get to know them a little better. (take a look at our NAPFA financial planner interview)
One thing I'm doing to help the planet
Commuting to work via train and walking to the train station whenever possible; driving a hybrid car when I must drive; maintaining a 4 drivers sharing 2 cars ratio during the summer months.
Outside of work, my passions include
Skiing, running, spinning, golf and hiking.
One goal I'm saving for
College tuition for my 3 children.
The primary way I'm advancing my career knowledge
I've recently taken and passed the CFP exam.
Essential Planning makes honest, objective financial planning advice affordable to people with less than $1 million in investments (even those with $0) by charging a low monthly retainer for quarterly financial checkups with a licensed Certified Financial Planner. Learn more. Sign up for a free 15
minute financial assessment to determine whether you have any financial ‘red flags.’ Learn More >>