Role Models




President and owner of Advanced Financial Designs. I am a Certitifed Financial Planner, and an Enrolled Agent (Enrolled to practice before the Internal Revenue Service). My firm is a Registered Investment Advisor and I also hold a Series 6, 7, and 22 securities licenses. I am a licensed California Life and Disability Agent, too.


I lost some of my savings in the stock market and was determined to learn how to invest.I took adult education classes at night. I got so enthusiastic about it that I started to advise friends and family on their finances. Then I got a brokerage firm to hire me. That is when I got my securities licenses and more knowledge. Then I left for a boutique firm where I learned how to prepare comprehensive financial plans on computer and do tax preparation. Then in 1983, I started my own firm. I did a lot of public speaking at univerisites, organizations, and corporations in order to build my business.


25% of all Certified Financial Planners are women. More are getting into the field because more planners are getting paid fees instead of commissions. This makes a more ethical environment to work in. Start by learning all you can about basic financial planning such as budgeting, checkbook reconciliation, compound interest, etc. Then find out the different ways that CFP's do business so that you know what areas you would like to specialize in. Do this by asking lots of questions to those already in business. Try to intern during the summer for a CFP so that you can get a "taste" of what it is like for a CFP. Read all you can about the profession. It is constantly changing.
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