When an unscrupulous stock broker took Peggy Doviak's mother to the cleaners, Peggy did not just get mad—she changed careers. She became a CERTIFIED FINANCIAL PLANNER (TM)—vowing to ensure that what happened to her mother would never happen to anyone else. From the very first day, Peggy committed to putting her clients first through a fiduciary relationship, not realizing then that this was optional and unpopular to many so-called financial advisers. She went on to earn a master's in finance with an emphasis in financial analysis (she already had a doctorate in education). And now she works with financial literacy organizations, hosts a Knowledge Circle for the Financial Planning Association, writes a column for the Journal of Financial Planning, and hosts the syndicated radio program Ask Peggy (R). Although Peggy can't keep every consumer safe, she keeps trying.
52 Weeks to Prosperity
What Your Accountant, Banker, Broker and Financial Adviser Might Not Tell You
by Peggy Doviak
ebook
1 of 1 copy available
1 of 1 copy available
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Creators
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Series
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Publisher
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Release date
September 25, 2020 -
Formats
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Kindle Book
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OverDrive Read
- ISBN: 9781937054847
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EPUB ebook
- ISBN: 9781937054847
- File size: 1045 KB
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Languages
- English
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