Dr. Nathan Harness,  the TD Ameritrade Director of Financial Planning at Texas A&M University joins us to discuss the past, present and future of financial planning.

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

About Michael E. Kitces

Sudden Money

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The Financial Planning Association® 

The National Association of Personal Financial Advisors (NAPFA)

Junior Achievement USA