Changing of the Guard: Alan Goldfarb[, CFP®] has always appreciated that new planners need a seasoned veteran to smooth their way into the profession.
Alan Goldfarb[,CFP®] knows the value of mentoring. When he first began in the business at the Dallas office of Financial Services Corp., his mentor was Kay Baird.
Baird, who died in 2004, was a pioneer, having graduated in the first class of CFP[® professional]s from the College of Financial Planning in Denver. Goldfarb, 70, credits that relationship with smoothing his way after he made a career switch from engineering, earning his CFP[®] designation in 1978.
Like his mentor, Goldfarb went on to serve in national leadership roles in the IAFP and then the FPA. He's currently the chair-elect of the CFP Board['s Board] of Directors and former chair of the CFP Board['s Board] of Professional Review.
All the while, Goldfarb, winner of this year's Legacy Builder Award, has kept an eye on the next generation of planners. "Anyone new coming into this business should have a mentor," Goldfarb says. Read more >
October 1, 2011