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Caracteristicile produsului The All-Weather Retirement Portfolio: Your
- Brand: Randy L. Thurman
- Categoria: Business & Economics
- Magazin: libris.ro
- Ultima actualizare: 13-11-2024 01:34:21
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Descriere magazin:
Thurman,
Randy L.: - RANDY L. THURMAN started in the financial planning business in 1987, and has since become widely recognized as one of the top financial advisors in the United States. He specializes in helping those who have retired (or are about to retire) have a comfortable
income for
life. He is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER(TM) professional, also known as a CFP(R) professional. He is also a Personal Financial Specialist (PFS), a credential that recognizes CPAs with additional experience and expertise in financial planning. PFS candidates must pass a technical exam and complete rigorous continuing education requirements.
Randy holds four degrees, including an MBA from Oklahoma State University, and has taught investing, personal finance, and economics at the college level. In 1990
Randy founded his firm, Financial Planning Company of Oklahoma, which in 1997 merged with
Retirement Investment Advisors, Inc. He continues today as Chief Executive Officer. Under his leadership the firm has become one of the largest fee-only
investment advisory firms in Oklahoma in which all advisors are CFP(R) professionals. As a result of more than thirty years of dedication and commitment to excellence in financial planning, Randy is frequently lauded as one of the nation\'s most trusted
investment advisors. As of this writing, he and his firm have been cited 38 times in national publications as among the best in the country. Accolades include: - six times on Worth magazine\'s annual list of Top Financial Advisors in the country, - six times on Medical Economics\' list of Best Financial Advisors, - seven times in Bloomberg Wealth Manager Magazine, - four times in Financial Times, - three times in Financial Advisor Magazine, - twice in Best of the U.S. (web based), - twice in J.K. Lasser\'s books on estate planning. Randy has also been recognized on a local level for excellence and leadership, including: - 2010 Oklahoma Business Ethics Compass Award, - 2012 Oklahoma Society of CPAs award for Outstanding CPA in Financial Planning, - 2013 The Journal Record Beacon Award, Charitable Influence - Small Business. Over the years, Randy has shared his expertise and insight as the author of five books and an extensive list of articles on financial planning, investing, and business ethics. His book The All-
Weather Retirement Portfolio:
Your post-
retirement guide to a
worry-
free income for
life provides time-tested guidance for financial peace