February 16, 2021 How to Leverage COIs and Referrals to Grow Your Business? When Jennifer Bacarella went to college she was ready to become a CPA. She grew up loving money and being good with numbers knowing that was the path she wanted to pursue. But after spending time at an accounting internship during her […]
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February 2, 2021 Lead Like an Ally Julie Kratz’s passion and calling in life is to help others with the often difficult conversation of diversity, equality, and inclusion, leading as an ally for others. Working in corporate America for 12 years while also earning an MBA, Kratz had the opportunity to help women leaders with […]
October 15, 2020 Kendyl Roundtree loves her job and helping others so much as a Certified Financial Planner that she genuinely feels she is not working! Roundtree is a well-accomplished young woman for her young age, working her way up the career ladder in financial planning. Roundtree went to Loyola Marymount University in Los Angeles […]
Why Should CFP Consider AFC Into Their Business Model? Sheena Parrish found her passion for financial counseling when living abroad in Germany with her husband. During her twenties, Parrish and her husband on active duty in the air force lived overseas in many countries. In fact, during a 14 year period, she moved seven times. […]
How to Use Financial Counseling and Coaching Skills to Help Your Clients? Saundra Davis has spent her career helping others. Before working in financial planning, Davis spent 20 years working in nonprofits. It was there she realized the power in helping people who are less fortunate to go to college, have a home, and get […]
August 27, 2020 Jennifer Caruso is working at her dream job. Every day she loves meeting and helping others in her financial planning niche of divorce and women in finance as Senior Lead Advisor at Manchester Financial in Westlake Village, California. Caruso went to Kennesaw State University in Georgia as a non-traditional undergraduate student earning […]
Earlier this year the CFP Board Center for Financial Planning and California Lutheran University announced a new joint scholarship program in an effort to increase the number of CFP professionals. At the beginning of August, the first inaugural recipient was announced, Tracy Thompson! A soon-to-be December 2020 graduate with a Bachelor of Arts in Music […]
Trust is not the luxury of wealthy people; it also works for net worth falls within the federal estate tax exemption. According to the IRS 2020, the federal estate and gift tax exemption is $11.58 million for an individual and $23.16 million for a married couple in 2020. The reason for trust is an excellent […]
A Niche Practice of “Family Office” by Elizabeth Campana Elizabeth Campana’s career paths demonstrate how the financial industry is a flexible field with various areas within it to work in. Her career story also shows how there are multiple ways to transition within the industry including into her current field of work- single-family office. After […]
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