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 […]
Ariel Ward, CFP®
My Story I grew up in a family of 4 kids with artist parents in one of the more economically depressed areas of the country. Although my parents were successful business owners, there wasn’t always extra room in the budget for excess or travel. As such, I started earning my own money around age 14. […]
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.
Barbara Wolf, CFP®, MBA
The reason I got into this profession: During college, I gradually began to realize that I would be on my own financially very soon.
Lara Lamb, CFP®
The reason I got into this profession: I’ve always believed that objective, professional advice should be available to anyone.
Jana Davis, CFP®
My Story My entry into the financial planning world came more from a place of panic than a career ambition. My partner came home one day and expressed the desire for us to own a house. As one of those people labeled frugal at a young age, my instinctive response was, “Are you crazy?” My […]
