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
Getting the CFP and pursuing a Masters in Financial Planning.
One thing I'm doing to help the planet
I have shifted the way I look at consumer consumption; eating a vegetarian diet, driving less and consuming less also has the added benefit of greater peace and happiness knowing my future children will hopefully inherit a better world.
Outside of work, my passions include
Public Speaking, Microcredit lending, meditation, and travel.
One goal I'm saving for
Always saving for travel. I love to visit new places and experience different cultures. Next trip: Greece.
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