by Hannah Moore | Dec 10, 2019 | #YAFPNW, Career Progression, Hannah
Preston Cherry, MS, CFP®, is the founder and president of Concurrent Financial Planning Center, LLC, as well as mentor and soon-to-be author. In this episode, he talks about his career goals, starting his virtual firm, mentoring NexGen financial planners, and the winding road that has been his career.
by Hannah Moore | Dec 3, 2019 | #YAFPNW, Career Progression, Future of the Profession, Hannah, Keys to Career Success
Trudy Turner, CFP® brings over a decade of experience in wealth management, tax planning, insurance underwriting, and public accounting. Here, she shared her insights on careers within the profession, the impact of diversity inclusion, where she sees the profession going, and her mantras for success.
by Hannah Moore | Nov 26, 2019 | #YAFPNW, Giving Back, Hannah, Keys to Career Success
Alex Armstrong, CFP® is the founder and chairman of Armstrong, Fleming & Moore, Inc. She sits on the board of the Foundation for Financial Planning and is the very first recipient of their Lifetime Achievement Award. Jon Dauphine, CEO of the Foundation for Financial Planning, also joined us for this discussion on pro bono planning.
by Alexandria Davis | Nov 19, 2019 | #YAFPNW, Alexandria, Career Progression, Giving Back, Keys to Career Success
On this episode, Marguerita Chang, CFP® talks about how she’s built a business and reputation in the profession by embracing her story and what makes her different. She shares her background and what led her to financial planning, as well as how to give back within the profession and thank those who’ve come before us.
by Hannah Moore | Nov 12, 2019 | #YAFPNW, Hannah, Keys to Career Success
Arlene Cogen, CFP®, is a philanthropic leadership consultant and author of Give to Live: Make a Charitable Gift You Never Imagined. During this episode, she shares how she made the transition into philanthropy, what she’s doing to engage the next generation, and why it’s important to make charitable gifts that embody your core values.
by Ian Harvey | Nov 5, 2019 | #YAFPNW, Ian, Leading the profession
Brent Weiss, CFP®, ChFC®, is the Chief Evangelist and one of the founding members of Facet Wealth. During this episode, he shares his passion for increasing access to financial planning, the importance of finding your niche as a CFP® professional, and how we can work together to redefine wealth management.