Choose Your Own Adventure: A New Approach To Financial Planning

Financial planning, as a relatively new profession, has experienced a rapid pace of evolution. Initially, it began as an aggregation of previously segregated financial industry services—brokerage, banking, and insurance—but it took a major leap forward when the first class of Certified Financial Planner™ (CFP®) designation holders graduated in 1973.

Read the full article, on Forbes.

More about the author: Tim Maurer

Tim Maurer, CFP®, RLP® is Head of Wealth Management for Triad Financial Advisors. A graduate of Towson University, Tim taught financial planning at his alma mater for seven years. He is a CNBC contributor and also writes for Forbes.

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