New Kids on the Block: Freshman Planners Share Their Experiences

Newton, Catherine
September 2001
Journal of Financial Planning;Sep2001, Vol. 14 Issue 9, p90
Academic Journal
Presents interviews with several freshman financial planners regarding their profession. Experience of Eric Rabbanian, principal of Rabbanian Financial Planning Inc. that led him to financial planning; Benefit of financial planning according to Jeff Cedarholm, president of Cedarholm Financial Advisors; Reason of Amy Hoffman, financial planner for Advisors Financial Inc., for pursuing a certification; Factor considered by Trudy R. Turner, financial planner for Rench & Muir Financial Advisors Inc., in selecting a financial planning firm.


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