JDavid

Something we all should remember...

Most people think $Money when they hear the word "Wealth"....

I remember my sister graduating college and getting her first job, my initial thought was to create a budget for her. I was still in college then, over a year away from getting my BBA in Finance.

I guess that planning instinct is what lead me to earn my Certificate Financial Planner (CFP®) designation almost 30 years ago.

I’ve worked in the finance world for over 38 years with 35 of those concentrated in the world of retirement.

During those years, I earned my Chartered Retirement Plans Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®) designations, then more recently the Qualified 401(k) Administrator (QKA®) certification.

My formal education along with years of hands-on experience in the retirement business has given me knowledge that I have shared with many throughout my life.

My intention is to share my financial perspectives with others to aid them to increase their wealth.

Some lessons are harder to learn than others...