Patricia Houlihan: Focused on Helping the Senior Population

Opiela, Nancy
August 1998
Journal of Financial Planning;Aug1998, Vol. 11 Issue 4, p92
Academic Journal
This article profiles Patricia P. Houlihan, a certified financial planner (CFP). If there is a thread woven through the fabric of her career, it is a commitment to education. A former high school teacher, Houlihan earned her CFP designation because she felt someone in her family needed the financial knowledge to help her aging mother who suffered from Alzheimer's disease. Houlihan still takes time to volunteer to educate the elderly. Any time the United Seniors Association (USA) calls, she puts their requests first. In addition to presenting seminars at the annual conference of USA, Houlihan makes presentations to seniors throughout the year in the Washington, D.C. area on topics ranging from estate planning to charitable giving. She has been an active member on the CFP Board of Practice Standards since 1994 and chaired the board in 1997. In addition to serving on the CFP Board's March 1997 Comprehensive CFP Exam Pass Score Committee, Houlihan was a member of the CFP Board's Job Analysis Task Force. This year, 1998, Houlihan was elected to the CFP Board of Governors and is chairing the Professional Issues Committee. Houlihan is also making her mark on the profession by teaching students who are preparing for the CFP exam. In addition to teaching classes, she co-authored an exam case book.


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