Thought Leader. Financial Planner. Advocate.

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With nearly 6,000 students graduating from CFP Board-registered programs each year and about 5,000 career changers entering the profession (gauged by the number of certificate program graduates), according to December 2015 stats from CFP Board, the profession is receiving an influx of new practitioners.

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Without a doubt we, the Millennial Generation, believe that we can change the world. There is a “change agent” in each and every one of us. How do I know? Well, because we are different.

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