Spotlight: Financial Planning Rising Star

"He has a kind of passion for how various things, whether it's in government or elsewhere, can be done to really help people improve their lives."

– Tim Sullivan, Managing Director, UBS

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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