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I am an experienced financial advisor and CFP, forced to Wiki here anonymously because my stodgy old industry lives in the last century and my luddite compliance department doesn't allow me on social media. I edit articles related to financial advice, financial planning, CFP, and notable people in my industry.

Latest revision as of 19:35, 26 July 2015

I am an experienced financial advisor and CFP, forced to Wiki here anonymously because my stodgy old industry lives in the last century and my luddite compliance department doesn't allow me on social media. I edit articles related to financial advice, financial planning, CFP, and notable people in my industry.