Eddy, Peggy; Bergmann, David R.; Gibson, Roger C.; Reichenstein, William; Walker, Lweis J.
June 2004
Journal of Financial Planning;Jun2004, Vol. 17 Issue 6, p46
Academic Journal
The article interviews some financial planning veterans. When the Journal of Financial Planning made its debut in the autumn of 1979, David Bergman was working for Trans World Airlines in airport operations at LAX. In his spare time he was building flying hours in his Cessna plane and hoping that TWA Airlines would begin hiring pilots, now that deregulation of the airline business was upon them. Meanwhile, Roger Gibson, after six years of doing social work, had just entered Carnegie Mellon University Graduate School of Industrial Administration's two-year program for a Master of Science in Industrial Administration. He also believes that it was earlier in 1979 that became a certified financial planner licensee. The greatest professional challenge in 1979 experienced by Bergman was to sell tax shelters, tangibles, even created products for sizable commissions--moving away from planning. Those who did saw were out of the profession, by and large, by 1986. Planning was done by hand without the tools and technology available now. Bill Reichenstein's greatest professional challenge was finding time to remain current in literature and to research and write, and saying no to requests for my time. According to Lewis Walker, the important developments he has seen in financial planning principles and techniques include the ability to do more with technology, handle more data, consider more variables.


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