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Renewals:
- Guy R. Buzzell, CFP®
- John W. Farmer, CFP®
- Nancy Gerseny, CFP®
- Steven J. Grasso, CFP®
- Jeffrey W. Loring, CFP®
- Malcolm A. Makin, CFP®
- Mary Clare O'Grady, CFP®
- Joseph R. Souza
New Members:
- Grant Brown, QPA, TGPC, ERPA
- Donna Sowa Allard, CFP®
RI General Treasurer Raimondo Speaks at FPA Meeting
At their annual holiday breakfast meeting, the Financial Planning Association of RI welcomed RI General Treasurer, Gina M. Raimondo, as the featured speaker. Treasurer Raimondo briefly discussed the pension reform program, due to take effect on July 1, 2012, and praised the RI General Assembly and its leaders for coming together to pass landmark pension reform that is catching the eye of many state and municipal leaders across the US.
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Kevin Worthley: Brokerages Hire Those Who Are Changing Careers
People have long come to the financial-advice business from other disciplines. Just ask Kevin Worthley, an adviser with the Retirement Planning Company in Warwick, R.I., who was a seafood-company executive until 2000, when he was 40 years old.
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Investors Ride Out Turbulence
Rhode Islanders seem to be keeping their investment plans on course in the face of whipsawed stock market trading, and that’s the prudent track to take, say financial advisers and business-course academics. Weeks of economic uncertainty in the United States and abroad resulted in nearly a week of wildly churning stock prices, which seemed to moderate only last Friday. Individual investors, though, seemed to be sitting out the storm, leaving it to institutional money managers and wealthy individuals to navigate through the choppy financial seas.
Daniel Forbes, CFP® Named Board Ambassador
CFP Board Ambassadors provide a valuable service to the financial planning profession, to the public and to our organization,” said CFP Board Consumer Advocate Eleanor Blayney, CFP®. “These Ambassadors will allow the CFP Board Ambassador program to broaden and reach more individuals than we could before.
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Joseph H. McGinn Jr. Named Partner
Joseph H. McGinn Jr. has been named partner at Brown Lisle/Cummings: Joseph graduated from Williams College with a bachelor’s degree in history. He is a certified financial planner, having earned his certificate of financial planning from Boston University. McGinn also serves as a pro-bono director for the Financial Planning Association of Rhode Island.
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