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  3. 52 Weeks to Prosperity: What Your Accountant, Banker, Broker and Financial Adviser Might Not Tell

EBOOK

52 Weeks to Prosperity: What Your Accountant, Banker, Broker and Financial Adviser Might Not Tell

Peggy DoviakSeries: Ask Peggy
4
(1)
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Pages
376
Year
2018
Language
English
Publisher
The RoadRunner Press

About

When an unscrupulous stock broker took Peggy Doviak's mother to the cleaners, Peggy did not just get mad-she changed careers. She became a CERTIFIED FINANCIAL PLANNER (TM)-vowing to ensure that what happened to her mother would never happen to anyone else. From the very first day, Peggy committed to putting her clients first through a fiduciary relationship, not realizing then that this was optional and unpopular to many so-called financial advisers. She went on to earn a master's in finance with an emphasis in financial analysis (she already had a doctorate in education). And now she works with financial literacy organizations, hosts a Knowledge Circle for the Financial Planning Association, writes a column for the Journal of Financial Planning, and hosts the syndicated radio program Ask Peggy (R). Although Peggy can't keep every consumer safe, she keeps trying.

Related Subjects

  • Education
  • Business & Economics
  • Adult Nonfiction
  • Budgeting (Business & Economics)
  • Business Ethics
  • Money Management
  • Personal Finance
  • Budgeting (Personal Finance)

Extended Details

  • SeriesAsk Peggy

    Artists

    Peggy DoviakAuthor