Updated: Sep 30, 2021
This June, the globally known financial knowledge platform Investopedia published its annual Top 100 Financial Advisor List for 2021, for which I am humbly honored to be named.
The advisors on this list are full of inspiring and impactful people. All are peers, many are colleagues, some are dear friends, and a couple is "family.” We are very fortunate to help people achieve their life and money aspirations. I want to extend my congratulations to all of the advisors.
Duly important are the clients and followers of Concurrent Financial Planning and the Life Money Balance™ Blog. Thank you for entrusting us to help you and your family create your life design and achieve your life aspirations.
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