Area(s) of expertise: Investments, Financial Planning, 401(k)
Summary of expertise:
I have been a financial advisor for 20 years and am a partner in Artifex Financial Group. We provide fee-only financial planning and investment advice to individuals and corporate retirement plans. Our staff includes experts in tax, estate planning, insurance, investments, retirement planning, alternative investments, mutual funds and exchange traded funds, and individual securities and bonds.
Blog/Web site: www.artifexfinancial.com
"The Fork In The Road" Implications of The Pension Protection Act of 2006 and the Evolution of Fiduciary Responsibility"
NAPFA, Institute of Divorce Financial Analysts, Center for Fiduciary Studies, Financial Planning Association, Certifed Alternative Investment Analyst Association
Prior media experience:
Multiple interviews and contributions with Reuters, Dow Jones Newswires, Smart Money, Money, Kiplinger's Personal Finance magazines
BA, The Ohio State University, 1983
College for Financial Planning, CFP Program, 1999
Anything related to personal finance or corporate retirement plans, endowment, trust or foundation investments, investments in general, fiduciary best practices, etc.
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