Spotlight: Financial Planning Rising Star

"One of her strengths is to infuse humor into her interpersonal communication." 

– Joe Goetz, co-founder of RIA Elwood & Goetz Wealth Advisor Group

Discover the Planners of the Future

We’re delighted to showcase our new list that celebrates 10 financial planners early in their careers who are on a path to change the industry.

The winners were selected from nominees across the country and embody the values of the profession. Check out Financial Planning’s 2021 Rising Stars today.

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