This week's guest is Dr. Nathan Harness, the TD Ameritrade Director of Financial Planning at Texas A&M University. I'm excited to talk with Nathan about the past, present and future of financial planning. It is exciting to have an impact on the future of our profession and I hope young professionals continue moving our profession forward towards what it should be.
When we as practitioners partner with academia we can help each other build a stronger profession and ultimately help provide better outcomes for our clients.
40 Under 40 2016: Nathan Harness - InvestmentNews
Certified Financial Planner Board of Standards, Inc.
Texas Tech University Financial Planning Academy
The Financial Planning Association®
The National Association of Personal Financial Advisors (NAPFA)