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With over 25 years of company management experience, Gerry Hansen has sat where her executive clients now sit. Who Should Attend: Skilled monetary planners who want to problem themselves, expand their thoughts round monetary planning, or refresh and re-energize themselves – and who need to connect with others searching for the same thing. John is a Licensed Financial Planner, NAPFA Useful resource Accomplice, Monetary Planning Affiliation (FPA) member, and the proprietor of the Colorado-primarily based insurance coverage agency of Ryan Insurance coverage Strategy Consultants (RISC).

A class of 17 financial consultants graduated from our inaugural FC University, a 12-week onboarding program that prepares new-hires to be successful at Schwab and help the growth of our department community. In the neighborhood, Meredith manages pro-bono tax preparation areas and monetary teaching programs, and she can also be the First Vice President of CalCPA’s San Francisco chapter.

He additionally serves on the board of the ETF and Mutual Funds advanced of the Charles Schwab Investment Management Co. Additionally, he served on a number of FPA National process forces including the Leadership Advisory Council, Practitioner Advisory Council and the Coronary heart of Monetary Planning Task Power. Throughout his years as a monetary consultant, he also grew to become a LICENSED MONETARY PLANNER and Accredited Asset Management Specialist®.

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