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)
The primary way I'm advancing my career knowledge
By participating in seminars presented by experts such as the Philadelphia Estate Planning Council and Dimensional Fund Advisors; by reading journals to keep up-to-date on knowledge trends; and by interacting with Abacus advisor-colleagues.
One thing I do to help the planet
I participate as an active member of the Philadelphia Sustainable Business Network.
Outside of work, my passions include
The visual and musical arts, being active in the outdoors, and maintaining my physical health through exercise and yoga.
One goal I am saving for
An education fund for extended family members.
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 >>