TITLE

Colin B. Coombs: Thriving in Restylement

AUTHOR(S)
Opiela, Nancy
PUB. DATE
October 2002
SOURCE
Journal of Financial Planning;Oct2002, Vol. 15 Issue 10, p114
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article focuses on Colin B. Coombs, former partner of California-based Petra Financial Advisors and president of the Institute of Certified Financial Planners in the U.S. Coombs was in the first graduating class of CFF certificants and was instrumental in the formation of the Institute of Certified Financial Planners (ICFP). And, as president of the ICFP, he was one of signatories on the incorporation of the International Board of (Certified Financial Planners (now the Certified Financial Planner Board of Standards). Whether working as a sole practitioner or partner, in a commission-based or fee-only business, a constant thread runs through Coombs' career, an unwavering dedication to advancing the financial planning profession. Coombs came to financial planning from the insurance industry. Coombs next stint was as assistant training director for Occidental Life. A year and a half later, in September 1969, he became director of equity training for California Western States Life, the third or fourth company to go into the variable annuity business
ACCESSION #
7523033

 

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