Jon A. Ford: Different Career, Same Values

Opiela, Nancy
July 2002
Journal of Financial Planning;Jul2002, Vol. 15 Issue 7, p98
Academic Journal
This article profiles Jon A. Ford, expert financial planner and chief executive officer of the Commission Free Financial Planning Solutions Inc. in the U.S. Ford began his quest for financial knowledge by joining the American Association of Individual Investors. Ford found the umbrella he was looking for in the College for Financial Planning preparatory program, but because the necessary ten people did not sign up for the course at the local university, he tackled it for three years through self-study. While Ford enjoys teaching, he also relishes the role of student. He estimates he spent 80 hours in workshops in 2001, studying updates on new software, tax laws, estate planning changes and a host of other financial planning topics. Among his most valuable educational experiences was the week spent at a Financial Planning Association Residency Program in Denver in August 2000. In 2001 Ford hosted several half-day sessions on a variety of financial planning topics with one-on-ones as follow-up if needed. He also volunteers help to those who have become suddenly single because of death or divorce. Ford also does a fair amount of work with college students. Ford also has a policy to talk candidly without charging for any question not requiring research and taking less than half an hour.


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