Social

Tag Archives | top advisors

Which Financial Advisors Are Transforming Their Profession?

I was a bit confused when I received an email today from a local business owner congratulating me for being named among the top financial advisors who have most transformed the financial advice profession.  I thought perhaps he read my online resume and was referring to when BusinessWeek named me as one of the top 15 financial planners in 2009. A […]

Continue Reading