I have always felt that to be a good financial advisor you need to be a good educator. Though I studied finance and economics at the undergraduate level, my two advanced degrees are in education. So what does that make me? I’m an educator who happens to have 30 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional.
I think I’m successful as a financial advisor when I put clients on a road to financial independence. More importantly, I think I’m successful when I teach my clients how to walk that path on their own. “Knowledge is Power.”
When clients meet with me for the first time, I let them know that stage by stage, we will walk through every part of the financial planning process, including investments, retirement planning, educational funding, estate planning, and more. Taken in digestible steps, we simplify what may be an overwhelming process. It’s important that folks understand not only what they are doing, but also why they are doing it.
As one of the earliest recipients of the CFP® designation (I earned mine in 1980), I have always been a big advocate for transparency and accountability to consumers. I do enjoy helping people, and my motivations are beyond financial. Doing this work is about filling my soul.
Over the course of my career, I have owned several financial advisory firms, and worked for others as well. When I sold my Chicago firm in 2002, I decided to move back East to spend more time with my family. I advise clients out of my Connecticut office – all of whom work with me on a “fee-only” basis.
CREDENTIALS AND OTHER TRIVIA
- I serve on numerous boards, including the Guilford Pension Committee.
- I split my time between homes and offices in New Hampshire and Florida.
- My wife and I reside in Guilford, Connecticut. We have two grown sons.