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A Financial Planner Is Important Now

On a cold day in Chicago in December 1969, 13 people met to discuss a better way to provide financial advice. They recognized that Americans would benefit from the counsel of a financial planning professional who integrates the knowledge and best practices of an often fragmented financial services industry.

Financial planning has evolved since then and will continue to change, but one constant remains – the need for competent and ethical financial planning advice.

Fifty years after that fateful night, those 13 individuals never could have imagined that the country would face a global pandemic that resulted in unemployment, market volatility and crushing economic losses.

Sarah Goldberg
Sarah Goldberg

Sarah is a seasoned financial market expert with a decade of experience. She's known for her analytical skills, attention to detail, and ability to communicate complex financial concepts. She holds a Bachelor's degree in Finance, is a licensed financial advisor, and enjoys reading and traveling in her free time.

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