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My Life as a Financial Planner

Mukesh Dedhia, CFP, IndiaBy Mukesh Dedhia, CFP

I would like to tell you the story of my life, and it might even inspire some of you to become financial planners.

As a student, I never dreamed I would be a full-fledged wealth manager, but for the past 10 years, I have been doing just that.

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Financial Planners Save Lives

Lovaii Navlakhi CFP IndiaBy Lovaii Navlakhi, CFP

Last week, I heard about my friend’s colleague who passed away in an accident – he used to be a client of ours. He had done some investments through us a few years back and we had also done a financial plan for him, but before we could discuss execution he moved away and then didn’t follow through with us.

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My Fulfilling Career as a Financial Planner

By Taylor Liao, CFP

In Shakespeare’s drama ”Hamlet”, Prince Hamlet said “There is nothing neither good nor bad, but thinking makes it so.” I say that there is no career neither good nor bad, but your choice makes it so. Your career reflects your philosophy of life and values.

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