TITLE

10 Questions with the Class of 1975

PUB. DATE
December 2003
SOURCE
Journal of Financial Planning;Dec2003, Vol. 16 Issue 12, p12
SOURCE TYPE
Academic Journal
DOC. TYPE
Interview
ABSTRACT
The article presents an interview with the first class of Certified Financial Planning (CFP) conferees who graduated in October 1973, namely, Ruthe Gomez, Ben Coombs and Graydon Calder. Gomez became interested in the CFP conference because of his desire to learn about investing, while Coombs just followed his father into the business. Coombs started charging $25 for a plan and Gomez was paid by commissions. Calder thinks that life planning should not be separate from the notion of money therapy for families. INSET: Making the Grades.
ACCESSION #
11667470

 

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