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unusual facts about Financial planner



Advocis

Advocis, The Financial Advisors Association of Canada, is the oldest and largest voluntary membership association of financial advisors and planners in Canada.

Nabil Sedeak

Sedeak has been responsible for the financial and tax planning of a number of celebrities, including Michael Jackson, Debra Winger, Robert Zemeckis, Albert Brooks & Bob Gale.


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Craig Serjeant

He then became a financial planner, working under former Australian bowler Sam Gannon.

Kaplowitz

Michael "Mike" B. Kaplowitz (born 1959), an American lawyer, financial planner and Democratic politician

Loretta Weinberg

Weinberg lost $1.3 million in a retirement fund that had been invested through a Beverly Hills, California financial planner with Bernard Madoff, without her knowledge.

Michael Dukmejian

Before joining Bloomberg Markets magazine, Dukmejian was executive vice president of SourceMedia Inc., where he oversaw the Professional Services division that included publications like Financial Planner, On Wall Street and Employee Benefits News.

Progressive Conservative Party of Ontario candidates, 1990 Ontario provincial election

He was twenty-four years old during the 1990 election, was a registered insurance broker and financial planner, and worked with the Pentecostal New Life Assembly Church.