Your Partner in Planning™ | Icebreaker

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Your Partner in Planning™ | Icebreaker

Your Partner in Planning™

Your Partner in Planning™

FPA provides professional development and practice management support to CFPs and financial planning professionals. Find out what FPA can do for you!

7 members

Contact info

Link

financialplanningassociation.org

Members

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How can you have a high performing organization without equipping your people with the most essential leadership development and knowledge? Whether it is students preparing to enter the workforce or leadership in corporate America, everyone needs high-quality training and professional development. My name is Bob Herbst and I have dedicated my career to building best-in-class continuing studies, training, and professional development programs. I have had the privilege of establishing new revenue generating programs from the ground up as well as supporting clients in designing and implementing programs that enable their organizations to perform optimally. My expertise stretches across the academic and education industry into professional associations and corporate environments. I have created value for my clients and employers through program design and management, facilitation, deployment, and measurement. I am a people person who can operate at the most senior levels of an organization. Helping identify opportunities and emerging markets, innovating, and executing with precision are all strengths.

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Business Development and Growth Manager at NeemTree Healthcare | Building a FinTech Startup | Columbia University '24 | USC Marshall School of Business '21 | Ex- Goldman Sachs

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Student at Dwarkadas J Sanghvi College of Engineering

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MYRA (MyraWealth.com) manages your personal finances.

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Senior Marketing & Communications Leader | Customer-Centric | Brand Strategist | Digital Visibility (AEO/SEO) | GTM

Cliff Goldstein

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Licensed Trail Guide | WFR | Photographer | Investor

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Head of Sales, Data & Analytics – Helping firms identify, reach and do business with the financial services industry.