Next Generation Planner: March 2021
The FPA community weighs in on how they’re improving themselves, their practice or both.
“I’m reading and studying more about investment real estate. I’m getting a lot of clients interested in this type of investment and I’m not currently well equipped to recommend and/or analyze appropriate types of investment real estate. [I’m also] watching a ton of legit videos and reading a couple books.”
Maddi Napier, MBA, CFP®, FSRI, QKA
Founder and Financial Planner, Minerva Wealth Planning LLC
“Joining the Alliance of Comprehensive Planners and taking their required coursework.”
David McCary, MBA, CFP®, CRI®
Founder and Principal, McCary Anheuser Wealth Management LLC
“Working on the CFP [exam] as well. Also, getting more involved in my local FPA chapter and reaching out to more experienced planners for all the advice I can get.”
President and Financial Adviser, E. Francis Financial LLC
Writing financial education articles, pursuing the Enrolled Agent designation (part II), and developing a prototype financial planning system.
Cody Garrett, CFP®
Financial Planner, Legacy Asset Management