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52 Weeks to Prosperity: What Your Accountant, Banker, Broker and Financial Adviser Might Not Tell You

Peggy Doviak
pubblicato da The RoadRunner Press

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When an unscrupulous stock broker took Peggy Doviak's mother to the cleaners, Peggy did not just get madshe changed careers. She became a CERTIFIED FINANCIAL PLANNER (TM)vowing to ensure that what happened to her mother would never happen to anyone else. From the very first day, Peggy committed to putting her clients first through a fiduciary relationship, not realizing then that this was optional and unpopular to many so-called financial advisers. She went on to earn a master's in finance with an emphasis in financial analysis (she already had a doctorate in education). And now she works with financial literacy organizations, hosts a Knowledge Circle for the Financial Planning Association, writes a column for the Journal of Financial Planning, and hosts the syndicated radio program Ask Peggy (R). Although Peggy can't keep every consumer safe, she keeps trying.

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Generi Economia Diritto e Lavoro » Management » Tecniche di management » Etica economica » Economia » Economia, altri titoli » Finanze personali e Investimenti

Editore The Roadrunner Press

Formato Ebook con Adobe DRM

Pubblicato 25/09/2020

Lingua Inglese

EAN-13 9781937054847

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