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Cfp(r) Noel B Swain

Cfp(r) Noel B SwainNoel B. Swain, CFP(R) has been in financial services practice since 1984, when he started selling mutual funds and life insurance. Slowly migrating to total financial planning, he earned his CFP(R) credential in 1994. Noel enjoys all aspects of the pactice of financial planning, but he most relishes his meetings with his clients or prospective clients. He enjoys listening to their stories and working with them on the creative process of building a plan that is unique to that person or couple. After being in private practice for almost forty years and participating in thousands of meetings, Noel has worked with just about every personality type. This book, which is written for people who are one to fifteen years from that golden day, is the culmination of all that time and all that experience. Read More Read Less

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Uncommon Wisdom
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AED280
Binding:
Hardback
Release:
25 Aug 2023
Language:
English
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