I appreciate the opportunity to be a part of a program that helps nurture the next wave of financial planning professionals. Colo. Owner, Morris Financial Concepts, Mt. Pleasant, S.C. Kyra Hollowell Morris, CFP, EA, began working in the financial planning field as an apprentice in 1983. She obtained the Certified Financial Planner certification in 1986 and began her own business in 1987. Beginning January of 2001, she will serve on the Board of Governors of the CFP Board of Standards. Morris has been named as one of the top financial planners in the country by Worth magazine.
Residency is an attempt at real-life, real people experiences.
The relationship-building process between both colleagues and clients is the key. It is exciting to see Residency graduates around the country finding their careers enhanced an their passion for the profession renewed. Calif. President, Tarbox Equity, Inc., Newport Beach, Calif. 2001 marks Laura Tarbox s 22nd year in financial planning. A UCLA graduate, Tarbox received her CFP certification in 1984. She is president of Tarbox Equity, Inc., Newport Beach, Calif., a fee-only financial planning firm she founded in 1985.