Eugenié George is intentionally entering the financial planning profession. After a career in teaching and technology, she is pursuing the CFP® designation and looking at how to best break into the profession as a career changer. Join us as we follow Eugenié on her path to becoming a financial planner in 2019.
Eddie Kramer, CFP®, works with Abacus Planning Group to build out their team and encourage everyone to bring their best self to work. He firmly believes that large financial planning firms aren’t dependent on a few rainmakers, or a handful of heroes who bring in business. Instead, he focuses on celebrating every member of the team who each contributes their own unique skill set to their firm’s growth.
Ashley Murphy, CFP®, is a financial planner who works with Australian expats. He’s built his business on one key idea: working with expatriates from Australia isn’t just a “niche” – it’s a specialization.
Harold Evensky, sometimes called The “Dean” of Financial Planning, loves this profession. This year, he was awarded with the P. Kemp Fain, Jr. Award – which is often equated to the lifetime achievement award for financial planners. It was an honor to have him on this episode of #YAFPNW!