“[T]his is a leading edge and transformational course for the next generation of thought leaders and master practitioners.”
Elizabeth Jetton
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News Regarding the Course
- Dick Wagner’s legacy and the future of planning are focus of new course – FinancialPlanning
Faculty Members
Elizabeth Jetton, M.Ed., M.S., Financial Life Planning, CFP®
Adjunct Professor, Golden Gate University
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Rick Kahler, MSFP, CFP®, CFT-1™, CeFT®
President, Kahler Financial Group
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Ross Levin, CFP®
Founder & Shareholder, Accredited Investors
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Andrea Millar, RLP®, CFLA, CSA, CPA/PFS
Founder, Andrea Millar Life Planning
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Hannah Moore, CFP®
Owner, Guiding Health
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Dennis Stearns, CFP®, ChFC
Sr Wealth Management Advisor, Stearns Financial Group
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Dave Yeske, CFP®, Ph.D.
Founder, Managing Director, Yeske Buie
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Anthony Palazzolo, CPTD, ECCP
Director of Strategic Planning and Performance Management, Moneta Group
