I grew up as the eldest son of business owners: my dad ran a blinds and window coverings store in New Jersey. So I had a front-row seat (in the shop and at the dinner table) to the daily ups and downs of a family business. I mostly helped with installations and office work—until the housing bubble burst and sales plummeted.
All of a sudden, I was helping to reconfigure our sales, marketing and business plan. It was a roller coaster ride.
I came to see the fallout from the economy as a problem I could educate myself about, and help to fix. I was intrigued by the idea of financial planning on an individual level and dived into the program at Virginia Tech, passing my C.F.P. exam right after graduation.
My job is about more than numbers and money—it’s about Financial Life Planning. Success won’t just happen. We have to plan for it.