It is such an honor to be included among Investopedia’s 100 Most Influential Advisors.
Here is a high-level snippet from Investopedia’s explanation of the recognition.
The Investopedia 100 seeks to measure influence. We have endeavored to quantify the impact that our advisors have on their clients and the broader financial community. Influence isn’t about being popular. It’s about helping others (although being popular helps if one’s popularity is tied to the mission of educating investors).
In developing our list, Investopedia’s data sciences and editorial teams identified advisors across the country who are best able to engage with their audience across platforms.
Educating others on financial issues has always been a passion of mine. It is the primary reason I started this blog as well as the inspiration for my book that will be published in early 2019 (sign up here for book updates).
Thank you to all my readers for the continued support.
A big thanks to George Grombacher for having me as a guest on his podcast Money Savage.
I’ve only done a handful of podcasts, so it was exciting for me to share some of my personal story as well as the many ways BrightPlan is seeking to democratize financial planning and investment advice.