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 is
I am currently enrolled in the Personal Financial Planning Certificate program at UCLA Extension and expect to sit for the CFP® exam in the summer of 2013.
One thing I'm doing to help the planet
I am currently a proud Jewish Big Brother
Outside of work, my passions include
I am an avid cyclist who enjoys following global economic and political trends almost as much as discovering a new hole-in-the-wall restaurant with excellent food.
One goal I'm saving for is
A new road bike
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