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 […]
Mary Beth Storjohann, CFP®
My Story I’ll never forget the feeling I had while sitting alone at my dining room table the evening I decided to launch my own business. I had been unhappy at my job for months and was finally facing down the “either/or decision.” Either I stay, or I go. I was being pushed to partner […]
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! […]
Jorge Paganín, CPA
My Story Coming soon… How I’m expanding what’s possible with money Saving for retirement, enjoying life a little more, making sure my children have a good education. Outside of work, my passions include I enjoy volunteering and am heavily involved with the local youth soccer association.
Emily Benedetto, CFP®
My Story It all started with a robbery. I had left my keys to the safe in the top drawer. For weeks, I’d meant to move them but never got around to it. In a panic, I called my boss. He was a busy doctor visiting newborns at the hospital, but he picked up. “What’s […]
Daria Victorov, CFP®
My Story Driving with my father, in his shiny silver BMW, on our way home from college orientation, he turned to me and said, “How are you going to pay for college?” The silence that followed was deafening. I was paralyzed, I had no idea. We had never discussed paying for college, or finances in […]
Danielle Onesto
My Story On my 5th birthday, with the candles glowing in front of me, I struggled to make a wish. One wish. As the seconds ticked on, the pressure grew and the yellow wax dripped onto the chocolate frosting. I thought, “I have to pick one thing?” I couldn’t decide. Even worse than making a […]
Brent Kessel, CFP®
The reason I got into this profession: To understand why I founded Abacus, we need to travel back in time almost two decades.
Spencer Sherman, CFP®, MBA
The reason I got into this business: In 1987, I earned my MBA from Wharton and began working for a large brokerage firm in Philadelphia. It was exciting to get up each morning, stride past Independence Hall, where the Constitution was adopted, and arrive at my stately corporate office.
Neela Hummel, CFP®
The reason I got into this profession: My dad created and sold several large companies in the 1970s, netting multimillions of dollars.
Susan Olson, CFP®
The reason I got into this profession: Happily, the career path that sprang from those “have not” years provided me with a wealth of opportunities to explore my angst around money.
