I thought it was something I could do well, and something that was needed by a lot of people; a conclusion reached from the vantage point of an M.B.A. degree and experience as a consumer of investment and insurance products. The following day, I enrolled in and attended my first class in the Adelphi University Certified Financial Planner™ program.
Thirty years later, I'm a little heavier and my hair is a lot grayer, but the initial premise is unchanged. Graduates of our universities are not being taught the basic rules of identifying and attaining financial goals; and the profession is continuing to emphasize a wealth management paradigm that excludes middle-class and working-class Americans.
Thirty years later, I'm a little heavier and my hair is a lot grayer, but the initial premise is unchanged. Graduates of our universities are not being taught the basic rules of identifying and attaining financial goals; and the profession is continuing to emphasize a wealth management paradigm that excludes middle-class and working-class Americans.
Services
An important aspect of the financial planning process is the selection of companies whose professionals are responsible for managing assets and risk on behalf of our clients. Many of these firms have websites that contain continually updated information pertaining to their products and the status of client accounts.
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