Exchange-Traded Funds / FPA National Capital / Financial Services / Journal of Financial Planning / Gerson Lehrman Group / IA 25 Influencer / Present Practitioner / /
Country
Columbia / /
Currency
CFP / / /
EntertainmentAwardEvent
2010 Heart of Financial Planning Award / /
Event
Bankruptcy / /
Facility
Bates College / American College / FPA San Diego National Conference Bridge / University of Tulsa / /
Organization
AICPA Personal Financial Planning National Conference Committee / Financial Planning Association / Maryland Chapter / Society of Financial Services Professionals / Supreme Court / Gap Task Force / Bates College / American Mensa Society / FPA NexGen National Conference Task Force / FPA McLagan Practice Management Scorecard Study Task Force / University of Tulsa / FPA Moss-Adams Compensation & Staffing Study Task Force / American College / Deans’ Office/Psychology Department / Wegener Adaptive Growth Fund / Academy of Financial Services / Career Development Committee / SFSP Board of Directors / 2006-Present Editorial Advisory Board / 2005-Present PRIOR SERVICE / /
Person
Ken Solow / John Olsen / Editorial Review / Washington Improv / Aaron Coates / MICHAEL E. KITCES / Bob Keebler / Stephan Leimberg / Ben Baldwin / Bryn Mawr / / /
Position
Registered Employee Benefits Consultant / Editor / Director of Financial Planning / National Conference Chair / Certified Wealth Preservation Planner / Annuity Advisor / Manager / Planning Analyst / Medallion Financial Group / Investment Advisor / Chartered Advisor / Practitioner Editor / Insurance Agent / Financial Advisor / Registered Health Underwriter / Financial Planning Consultant / Various / Financial Planner / Freelance Writer & Editor / Various / 2004-Present Client Service / National Underwriter / Chair / Financial Planning / President / President / Director of Research / Chartered Financial Consultant / Treasurer / Chair / Statistics Tutor/Teaching Assistant / Planner / Chair Public Relations / Judge / 2005 CFP Board / Judge / /
MICHAEL E. KITCES | @michaelkitces | www.kitces.comEDUCATION ____________________________________________________________________ Master’s in Taxation with honors, University of Tulsa,