Walter Yu
My Story I’ve always considered myself a numbers guy. And that’s why the first job I took was as a day trader. I sat behind a barricade of screens, hammered away at the keyboard, and made money – most of the time. My focus was on my performance: being smart enough, being quick enough, and […]
Matt Rivera, CFP®, CFA
My Story I used to absolutely dread having car problems. I don’t know much about cars and I have no desire to grow my tiny base of knowledge. I would bring my car into the dealership and feel like they were speaking to me in a different language. Each transaction would inevitably leave me wondering […]
Lindsey Woodward Rafkind, CFP®, MBA
My Story As a kid, all my dolls wore pantsuits. I was planning to take the business world by storm. At 5 years old, I set up shop in my grandma’s living room and kindly allowed her to repurchase all her trinkets from me at my imaginary cash register. I was a successful business woman! […]
Gabe Brenner, CFP®
The reason I got into this profession: To understand why I founded Abacus, we need to travel back in time almost two decades.
