By 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.
Continue reading My Life as a Financial Planner
By 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.
Continue reading Financial Planners Save Lives
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.
Continue reading My Fulfilling Career as a Financial Planner